Bank of America · 12 hours ago
Sr. Wealth Planner EGP (FP)
New York, NY
Full-time
Onsite
Senior Level
5+ years expBank of America is a leading provider of comprehensive wealth management and investment products and services. The Sr. Wealth Planner EGP (FP) is responsible for working with Financial Advisor teams to provide comprehensive financial planning solutions, identifying strategic investment opportunities, and supporting business development activities.
Asset ManagementBankingFinanceFinancial ServicesFinTech
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
Coaches and trains Wealth Planners to monitor, update, and maintain client information in a related planning tool and plan on a consistent basis
Engages with specialists and partners to address client needs and deliver solutions
Participates in business development activities with Financial Advisors to expand the bank's client base to maintain growth and profitability
Partners with Line of Business specialists and specialists across the enterprise to expand wealth planning strategy opportunities, while leveraging knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management strategies
Qualification
Required
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Understanding of how to deliver a strong overall client experience
Advanced knowledge and understanding of the suite of Wealth Management products and services, as well as synergies across the enterprise
Ability to lead through collaboration and influence without direct authority to partner effectively across the Wealth Management space / enterprise
Proven ability to build and deepen client relationships to engage in robust planning conversations
Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
Ability to identify client needs and concerns and articulate complex investment concepts to align solutions to goals in a suitable and controlled way
Minimum of five years of experience performing specialist level responsibilities or equivalent industry experience
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
Maryland Daily Record
2026-01-25
2026-01-24
Daily Herald
2026-01-24
Company data provided by crunchbase