Bank of America · 1 day ago
Wealth Strategist
San Francisco, CA
Full-time
Onsite
Senior Level
$206K/yr - $300K/yr
7+ years expBank of America is a leading provider of wealth management and investment services. The Wealth Strategist works with ultra-high net worth individuals and families to align financial and estate strategies with their goals, partnering with advisors to develop customized planning strategies and enhance client relationships.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (This role does not have any specific client acquisition goals)
Design, create and effectively deliver presentation pieces for client meetings and national events
Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects
Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning
May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients
Assist with the retention of UHNW relationships
Qualification
Required
7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals
Strong Tax, legal research and writing skills
Series 7 & 66 or the ability to obtain these within 120 days
Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)
Law degree required
Preferred
Business Development
Critical Thinking
Oral Communications
Presentation Skills
Wealth Planning
Active Listening
Collaboration
Customer and Client Focus
Pipeline Management
Written Communications
Adaptability
Attention to Detail
Issue Management
Prioritization
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-09
Morningstar.com
2026-01-09
Business Standard India
2026-01-09
Company data provided by crunchbase