Bank Of America Wealth Strategies Analyst WSA 

United States, Maryland 

566150210

Wealth Strategies Analyst (WSA), Private Bank (PB)-

• Responsibilities:
  • Gather financial data from a variety of sources (clients, their advisors, and internal partners).
  • Review, analyze, summarize, and flowchart estate planning instruments.
  • Prepare and analyze balance sheets, financial projections, and transfer tax illustrations.
  • Research basic issues related to estate and financial planning including effectiveness of estate tax savings strategies, charitable planning, retirement planning, and investment issues.
  • Participate in internal and external client meetings where appropriate.
  • Administrative duties as needed.

• Requirements:
  • Client Skills:
    • Interact with internal and external clients to gather necessary data.
    • Help set appropriate client expectations regarding scope and timing of deliverables.
  • Financial Planning Skills:
    • Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments, retirement planning, and cash flow modeling.
  • Estate Planning Skills:
    • Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts.
    • Familiarity with advanced concepts such as charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs).
  • Software Skills:
    • Word, Excel, and PowerPoint.
    • Various analytical and stochastic models.
  • Qualifications:
    • CFP® or enrollment in a CFP program strongly encouraged.
    • JD, CPA, CFA, MST, CTFA, MBA (or progress thereto), or equivalent work experience a plus.
    • Highly organized with a strong attention to detail.
    • Strong analytical skills.
    • Strong written and oral communication.

Skills:

• Analytical Thinking
• Attention to Detail
• Critical Thinking
• Prioritization
• Research
• Collaboration
• Customer and Client Focus
• Recording/Organizing Information
• Wealth Planning
• Written Communications
• Adaptability
• Issue Management
• Oral Communications
• Problem Solving

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)