Company:
Bank of America
Position: Estate Planner
Location: Dallas, Texas
Position Description:
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Assists Financial Advisor (FA) in the discovery and analysis of estate planning/ wealth transfer needs of selected BAI clients.
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Provides objective advice to FA and their clients on various estate planning strategies and options.
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Delivers customized solutions to meet estate planning or wealth transfer needs of selected BAI clients.
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Partners with FA to deliver client presentations and seminars on estate planning and wealth transfer.
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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”.
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Some in-territory travel will be required.
Qualifications:
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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.
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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.
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Proven superior communication, public speaking and presentation skills acquired through presentations to groups.
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Will possess the drive, energy and persuasion skills necessary to move FA and clients to action.
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Ability to travel.
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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 to:[email protected]
213 345-9083
Bank of America is an equal opportunity employer. M/F/D/V.
