Estate Planner - Dallas, Texas

Company: 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

Company:

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.



Qualifications:

  • 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 to:[email protected]
213 345-9083

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

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