|
Wealth Planner - Athens Georgia
Company: Disability Solutions Location: Athens, Georgia
Posted On: 04/28/2024
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:This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities: - Leverages extensive financial data to identify possible solutions to meet client needs and goals
- Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
- Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
- Engages with specialists and partners to address client needs and deliver solutionsSkills:
- Business Development
- Client Investments Management
- Portfolio Analysis
- Portfolio Management
- Wealth Planning
- Causation Analysis
- Client Management
- Data Visualization
- Risk Modeling
- Trading and Investment Analysis
- Investment Management
- Referral IdentificationRole Requirements:
|
|