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Wealth Management Financial Advisor

Private UHNW Wealth Transfer Strategist

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Bank of America
Full Time position
Listed on 2026-05-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Bank of America is hiring a Private Wealth Strategist for Merrill Wealth Management in Texas. This role involves developing wealth transfer strategies for ultra-high net worth (UHNW) individuals and families, focusing on customized planning strategies and client relationships. Candidates should have at least 7 years in private law, strong tax skills, and a law degree. The position fosters collaboration with advisors and requires client-focused communication skills.

A hybrid work environment is supported.
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