Bank of America
Wealth Strategies Advisor
Tampa +3 · Full-time · Posted Aug 19, 2026
- Location
- Tampa
Naples
Orlando
Sarasota - Experience
- Minimum 7 years of planning-related work experience desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Serves as a specialized wealth-planning resource for advisor teams, developing trust, estate, tax, and financial-planning strategies for high- and ultra-high-net-worth clients and supporting implementation and business development.
What you'll do
- Leads client wealth-planning engagements and coordinates information gathering, analysis, and solution development.
- Develops integrated planning strategies with clients’ advisors and supports implementation where appropriate.
- Builds client and referral relationships, supports new business opportunities, and monitors developments in planning and tax legislation.
What they ask for
- Advanced understanding of income taxation, investments, insurance, stock options, cash flow modeling, business entities, and business transitions.
- Advanced understanding of transfer-tax planning strategies and charitable and non-charitable split-interest trusts.
- Ability to build client trust and develop strategies aligned with client goals.
- Word, Excel, and PowerPoint.
Nice to have
- JD, CPA, or CFP desired.
- LLM, MST, or MBA (or in progress) is a plus.
Tools
Word, Excel, PowerPoint, WealthMaster
Model-written summary · the original posting is authoritative