Bank of America
Wealth Strategies Advisor- Private Bank
$180K–$255K
Los Angeles +1 · Full-time · Posted Sep 4, 2026
- Location
- Los Angeles
Dallas - Experience
- 5 years of wealth planning related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients).
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Merrill advisors and clients by developing wealth, estate, philanthropic, and tax-minimization strategies and growing trust-related business.
What you'll do
- Leads wealth-planning engagements, including reviews and onboarding for trustee appointments and managed agency services.
- Develops integrated planning strategies with clients’ advisors and expands client relationships and assets.
- Applies expertise in wealth planning and monitors trust, estate, and tax developments for their client impact.
What they ask for
- High School Diploma / GED / Secondary School or equivalent.
- Knowledge of wealth-planning and implementation topics, including estate and gift taxes, fiduciary duties, charitable giving, and retirement planning.
- Ability to communicate complex strategies to varied audiences and manage client relationships.
- Consultative influence, active listening, problem-solving, and ability to work collaboratively with minimal direction.
Nice to have
- Proven successful sales experience with high net worth and ultra-high net worth clients.
- JD, CPA, MBA, CFA, CIMA, CTFA or CFP.
Pay
$180,000.00 - $254,800.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative