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UHNW Wealth Planning Strategist
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking an experienced Wealth Planning Advisor to guide complex planning for high- and ultra-high-net-worth clients. You will lead engagements from initiation to execution, coordinating with strategy specialists to design comprehensive financial plans.
The role requires deep knowledge of trust, estate and tax planning, investments, and cash flow modelling, with a strong emphasis on client relationships and business development. Some travel may be necessary.
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