This job board retrieves part of its jobs from: Toronto Jobs | Emplois Montréal | IT Jobs Canada

Find jobs in Texas today!

To post a job, login or create an account |  Post a Job

  Jobs in Texas  

Bringing the best, highest paying job offers near you

previous arrow
next arrow
Slider

Wealth Strategies Advisor – Houston, TX

Bank of America

This is a Full-time position in Houston, TX posted June 24, 2021.

Job Description:

Role Overview A Strategist in Wealth Strategy answers client’s estate and financial planning questions by performing a variety of analyses, creating recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client’s goals.

In addition, the Strategist plays a major role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Managers on client/prospect calls, and with divisional and market leadership to develop client-focused initiatives.

Responsibilities
Oversees the planning engagement from start to finish Develops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clients Delegates effectively to Associate Strategists and AnalystsGathers data, runs analyses and develops solutions based on analysesCreates final version of client plan Assists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publication Proactively helps the Division Executives and Market Executives meet their goals Participates actively in developing new Wealth Strategy capabilities, such as white papers and software tools Keeps current with major developments in tax and estate and financial planning Mentors Associate Strategists and Analysts Occasionally work on Wealth Strategy-wide issues
Required skills:
Gain client’s respect and trust by listening to the client’s goals and then building an effective and creative strategy for achieving those goals.

Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions.

Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts ,SIDGTs, and GST trusts.

Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).

Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.

Word, Excel and PowerPoint.

Various Wealth Strategy stochastic models and planning software such as WealthMaster.

Desired Qualifications:
Minimum eight years of planning-related work experience required JD, CPA, CFA or CFP required MST, MBA (or in progress) a plus

Job Band:
H4

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0 –>
Job Description:

Role Overview A Strategist in Wealth Strategy answers client’s estate and financial planning questions by performing a variety of analyses, creating recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client’s goals.

In addition, the Strategist plays a major role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Managers on client/prospect calls, and with divisional and market leadership to develop client-focused initiatives.

Responsibilities
Oversees the planning engagement from start to finish Develops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clients Delegates effectively to Associate Strategists and AnalystsGathers data, runs analyses and develops solutions based on analysesCreates final version of client plan Assists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publication Proactively helps the Division Executives and Market Executives meet their goals Participates actively in developing new Wealth Strategy capabilities, such as white papers and software tools Keeps current with major developments in tax and estate and financial planning Mentors Associate Strategists and Analysts Occasionally work on Wealth Strategy-wide issues
Required skills:
Gain client’s respect and trust by listening to the client’s goals and then building an effective and creative strategy for achieving those goals.

Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions.

Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts ,SIDGTs, and GST trusts.

Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).

Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.

Word, Excel and PowerPoint.

Various Wealth Strategy stochastic models and planning software such as WealthMaster.

Desired Qualifications:
Minimum eight years of planning-related work experience required JD, CPA, CFA or CFP required MST, MBA (or in progress) a plus

Job Band:
H4

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description: Role Overview A Strategist in Wealth Strategy answers client’s estate and financial planning questions by performing a variety of analyses, creating recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client’s goals.

In addition, the Strategist plays a major role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Managers on client/prospect calls, and with divisional and market leadership to develop client-focused initiatives.

Responsibilities
Oversees the planning engagement from start to finish Develops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clients Delegates effectively to Associate Strategists and AnalystsGathers data, runs analyses and develops solutions based on analysesCreates final version of client plan Assists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publication Proactively helps the Division Executives and Market Executives meet their goals Participates actively in developing new Wealth Strategy capabilities, such as white papers and software tools Keeps current with major developments in tax and estate and financial planning Mentors Associate Strategists and Analysts Occasionally work on Wealth Strategy-wide issues
Required skills:
Gain client’s respect and trust by listening to the client’s goals and then building an effective and creative strategy for achieving those goals.

Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions.

Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts ,SIDGTs, and GST trusts.

Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).

Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.

Word, Excel and PowerPoint.

Various Wealth Strategy stochastic models and planning software such as WealthMaster.

Desired Qualifications:
Minimum eight years of planning-related work experience required JD, CPA, CFA or CFP required MST, MBA (or in progress) a plus
Shift:
1st shift (United States of America)
Hours Per Week:
40

Please add your adsense or publicity code here (inc/structure/adsfooter.php)