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Bank of America Associate Wealth Strategies Advisor in Chicago, Illinois

Associate Wealth Strategies Advisor

Chicago, Illinois

Job Description:

MerrillLynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

The Associate Wealth Strategist is an experienced estate planning professional who partners with a Wealth Strategist and Merrill Lynch financial advisors to proactively engage Ultra High Net Worth (UHNW) clients and prospects with investible assets of $25mm+ in a dialogue surrounding advanced wealth transfer and philanthropic strategies. The Associate Wealth Strategist works under the supervision of a Wealth Strategist to: prepare analyses of a client’s estate and wealth transfer planning, educate clients about opportunities for additional planning, and works directly with financial advisors to acquire new clients, expand existing wallet share, and retain clients. The successful candidate will have knowledge of and an ability to describe complex strategies used to minimize estate, gift and GST taxes, philanthropic solutions, trust structures, life insurance, and income tax planning.

Education / Degrees:

Law degree or CPA license

Advanced degree or certification (e.g. LL.M., MST, CFP) is a plus

Series 7, 63/65 or 66 required (or ability to obtain within 120 days)

Work Experience:

Minimum of 3 years of private legal or CPA practice or financial planning experience for UHNW clients

Familiarity with estate planning software programs and Microsoft Office suite (e.g. Excel, Outlook, Word, Estate Planning Tools, BNA Estate & Gift Tax Planner) – or quick study


Strong communication and presentation skills

Travel - 30%


1st shift (United States of America)

Hours Per Week:


Learn more about this role

Full time


Manages People: No

Travel: Yes, 25% of the time


Talent Acquisition Contact:

Referral Bonus:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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To view the "EEO is the Law" Supplement, CLICK HERE ( .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .