Bank of America
Wealth Planner - EGP
$52K–$96K
Northbrook · Full-time · Posted Oct 13, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Works with Financial Advisor teams to develop and maintain client financial plans, identify investment solutions, and coordinate with specialists to meet client needs and goals.
What you'll do
- Analyze client financial data to identify suitable solutions and create financial plans.
- Prepare for and attend client meetings to review plans, capture changes, and discuss next steps.
- Maintain client information and plans, and coordinate with specialists and partners to deliver solutions.
What they ask for
- Series 7 and Series 63/65 or 66, or equivalent; obtain all state registrations held by supported Financial Advisors and teams.
- SAFE Act registration and ADV-2B.
- CFP® or CPWA® designation, and/or obtain and maintain at least one firm-approved designation.
- Strong client experience, wealth management product knowledge, communication, relationship management, analytical, and financial planning skills.
Pay
$52,000.00 - $96,000.00 annualized salary (USD), base salary
Model-written summary · the original posting is authoritative