Bank of America
Wealth Planner
$52K–$96K
Greenwood Village · Full-time · Posted Sep 23, 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 client goals, and coordinate with specialists.
What you'll do
- Analyze financial data to identify solutions that meet client needs and goals.
- Prepare for and attend client meetings to review plans, capture changes, and discuss next steps.
- Maintain client information and planning tools, and engage specialists and partners to deliver solutions.
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; complete the required background check and remain in good standing.
- CFP® or CPWA® designation and/or maintain at least one firm-approved designation.
- Strong client communication and relationship management, analytical skills, and knowledge of Wealth Management products and services.
Pay
$52,000.00 - $96,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative