Wealth Planner
Company: Disability Solutions
Location: Toms River
Posted on: April 28, 2024
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Job Description:
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:Wealth Planners work closely
with Financial Advisor(s) and/or Advisor Team(s) to provide
comprehensive financial planning through strategic planning advice.
They are focused on understanding clients' needs and goals
proactively identifying strategic planning and investment
opportunities to better meet client's financial objectives. They
drive the planning process through execution of extensive data
gathering, analyzing, and data input with the end goal of creating
a robust financial plan for Financial Advisor(s) and Advisor
Team(s) to share with clients. They foster relationships with
internal specialists to ensure alignment of client goals to plan
and explore opportunities to further enhance client relationships.
They possess a knowledge of estate and gift taxes, philanthropy,
trust structures, insurance, income tax planning, and investment
Management. They also have a comprehensive understanding of the
suite of solutions, platforms, and initiatives across the
enterpriseRole Responsibilities--- Gather extensive financial
information to drive plan creation--- Enter client information into
planning tool--- Schedule and prepare materials for client
meetings--- Attend client meetings to review plan, capture changes
and agree on next steps--- Leverage financial data to identify
possible solutions to meet client needs and goals--- Engage
specialists and partners to address client needs and deliver
solutions--- Monitor and update client information and plan changes
on a consistent basisRole Requirements--- Either Series 7 and 66
licenses or Series 7, 63, and 65 licenses; must obtain all state
registrations held by the Financial Advisor(s) and Advisor Team(s)
they support--- SAFE ACT Registration--- Individuals in this role
are required to maintain a Form ADV -2B, which provides clients
details on individuals experience and educational background, along
withother requirements governed by the U.S. Securities and Exchange
Commission ("SEC")--- CFP-- or CPWA-- designation preferred or
obtain and/or maintain at least one firm approved designation---
Understanding of how to deliver a strong overall client
experience--- Thorough knowledge and understanding of the suite of
Wealth Management products and services--- Possess and demonstrate
strong communication skills--- Superior relationship management
skills to partner effectively with specialists and across lines of
business to meet the needs of clients--- Strong analytical skills
with the ability to identify trends, root cause and effects and
develop strategies to increase growth and mitigate risk--- Ability
to make sound decisions by having a deep understanding of financial
planning best practices and policies/procedures--- Ability to
identify client needs and concerns, and articulate appropriate
approach to align solutions to goals in a suitable and controlled
way--- Minimum of 5 years' experience performing specialist level
responsibilities or equivalent industry experienceShift:1st shift
(United States of America)Hours Per Week: 40
Keywords: Disability Solutions, Brick , Wealth Planner, Other , Toms River, New Jersey
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