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Wealth Planning Strategist for High-Net-Worth Clients
Job in
Plymouth, Hennepin County, Minnesota, USA
Listed on 2026-08-08
Listing for:
Bank of America
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking a Wealth Strategies Specialist to support Merrill advisors in addressing clients’ planning, personal philanthropy, and wealth transfer needs. The role emphasizes building relationships with centers of influence and internal partners, and leading the new business review and onboarding process for specified accounts.
You will analyze estate and financial information, develop planning strategies, and maintain subject‑matter expertise across trust and estate planning
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