Bank of America
Wealth Planner
Boca Raton · Full-time · Posted Oct 7, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Works with Financial Advisor teams to develop and maintain financial plans, identify solutions for client goals, and coordinate with specialists to deliver wealth management services.
What you'll do
- Analyze client financial data and identify solutions aligned with client needs and goals.
- Prepare for and attend client meetings to review plans, capture changes, and discuss next steps.
- Maintain client information and financial plans, and engage specialists and partners to address client needs.
What they ask for
- Series 7 and Series 63/65 or 66 (or equivalent); obtain registrations held by supported Financial Advisors and teams.
- SAFE Act registration and ADV-2B; complete required SAFE Act registration and background check.
- CFP® or CPWA® designation, and/or obtain and maintain at least one firm-approved designation.
- Knowledge of Wealth Management products and services, strong communication and relationship-management skills, and financial-planning analytical and decision-making skills.
Model-written summary · the original posting is authoritative