Posted:
9/10/2024, 8:34:45 AM
Location(s):
Bloomington, Illinois, United States ⋅ Illinois, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Business & Strategy
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for supporting Merrill advisors who are interested in addressing their high- and ultra-high net worth clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization needs. Key responsibilities include building relationships with advisors, centers of influence, and internal partners, analyzing estate and financial information, developing planning strategies, and achieving referral and net new asset goals. Job expectations include building expertise on financial and estate planning topics such as investments, retirement planning, educational planning, estate, gift, and tax planning, and risk management.
Job Responsibilities
Desired Skills:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Website: https://bankofamerica.com/
Headquarter Location: Charlotte, North Carolina, United States
Employee Count: 10001+
Year Founded: 2007
Last Funding Type: Seed
Industries: Asset Management ⋅ Banking ⋅ Finance ⋅ Financial Services ⋅ FinTech