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Senior Wealth Planning Advisor UHNW Clients

Job in Seattle, King County, Washington, 98127, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 177000 - 300000 USD Yearly USD 177000.00 300000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planning Advisor for UHNW Clients

Bank of America in Seattle, Washington seeks a Wealth Planning professional to lead client engagements from start to finish. You will collaborate with Wealth Strategy Specialists to gather information, run analyses and develop integrated planning solutions for high-net-worth clients.

You will expand existing relationships, advise on trusts, estate planning, tax strategies, investments and cash flow modeling, and stay current on tax legislation.

We would love to welcome a new Senior Wealth Planning Advisor for UHNW Clients to our group in Seattle, WA, United States.

Consider building your career as a Senior Wealth Planning Advisor for UHNW Clients at Bank of America.

The Senior Wealth Planning Advisor for UHNW Clients position in the Finance field is open for applications.

We have an opening for a Senior Wealth Planning Advisor for UHNW Clients in Seattle, WA, United States within Finance.

Position Requirements
10+ Years work experience
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