Bank of America
Wealth Planner - EGP
$52K–$96K
Oak Brook · Full-time · Posted Aug 18, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Works with Financial Advisor teams to develop and maintain comprehensive financial plans, identify solutions for clients, and coordinate with specialists to deliver them.
What you'll do
- Analyze client financial data and develop planning solutions aligned with client goals.
- Prepare for and attend client meetings to review plans, capture changes, and discuss next steps.
- Maintain client information and 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 the 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.
- Thorough knowledge of Wealth Management products and services, with strong communication, relationship management, and analytical skills.
Pay
$52,000.00 - $96,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative