Bank of America

Position: Estate Planner

Location: Dallas, Texas

Position Description:

  • Assists Financial Advisor (FA) in the discovery and analysis of estate planning/ wealth transfer needs of selected BAI clients.

  • Provides objective advice to FA and their clients on various estate planning strategies and options.

  • Delivers customized solutions to meet estate planning or wealth transfer needs of selected BAI clients.

  • Partners with FA to deliver client presentations and seminars on estate planning and wealth transfer.

  • Actively participates in various professional organizations and presentation engagements in order to promote the image of BAI and the Asset Management Group as a “trusted advisor”.

  • Some in-territory travel will be required.


  • JD preferred but not required if candidate has sufficient job experience and expertise. Demonstrated understanding of taxation and its effect on estate planning is required.

  • Must have a proven track record in providing estate planning/wealth transfer advice to affluent clients – with a minimum of 7 years experience in the industry.

  • Proven superior communication, public speaking and presentation skills acquired through presentations to groups.

  • Will possess the drive, energy and persuasion skills necessary to move FA and clients to action.

  • Ability to travel.

  • Only those meeting the minimum qualifications of the position will be considered and contacted.

If you meet or exceed these criteria, please e-mail or FAX your resume
213 345-9083

Bank of America is an equal opportunity employer. M/F/D/V.