Bank Of America Wealth Planner 

United States, New Jersey 

833944089

Role Responsibilities

• Gather extensive financial information to drive plan creation

• Enter client information into planning tool

• Schedule and prepare materials for client meetings

• Attend client meetings to review plan, capture changes and agree on next steps

• Leverage financial data to identify possible solutions to meet client needs and goals

• Engage specialists and partners to address client needs and deliver solutions

• Monitor and update client information and plan changes on a consistent basis

Role Requirements

• Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

• SAFE ACT Registration

• Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with

other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

• CFP® or CPWA® designation preferred or obtain and/or maintain at least one firm approved designation

• Understanding of how to deliver a strong overall client experience

• Thorough knowledge and understanding of the suite of Wealth Management products and services

• Possess and demonstrate strong communication skills

• Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients

• Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk

• Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures

• Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

• Minimum of 5 years’ experience performing specialist level responsibilities or equivalent industry experience

1st shift (United States of America)