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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Answers estate and financial planning questions for clients by performing a variety of analyses and then creating specific recommendations for the customer based on those analyses. Works with Wealth Strategist to gather and analyze data, and develop recommendations. Prepares and analyzes balance sheets, financial projections and transfer tax illustrations. Usually works with a Wealth Strategist; however, may have primary responsible for client relationship. Key Responsibilities: Gather financial data from a variety of sources (clients and internal and external partners) Review, analyze, and flowchart estate planning instruments Prepare and analyze balance sheets, financial projections, and transfer tax illustrations Create initial draft of client letters Research estate and financial planning matters Participate in internal and external client meetings Administrative duties as needed Desired Qualifications: Financial planning skills: Basic understanding of a wide range of subject matters including income taxation, stock options, insurance, investments, and cash flow modeling. Estate planning skills: Basic understanding of the transfer tax system and core tax savings strategies such as annual gifts and GST trusts. Familiarity with advanced concepts such as charitable and non-charitable split interest trusts (CRTs, CLTs, GRATs, QPRTs). Strong analytical skills High attention to detail Excellent written and verbal communication skills Desired Skills: Familiarity with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook), legal and tax research resources, and third-party software such as BNA Income Tax Planner, NumberCruncher, and WealthTec JD, CFP, CPA, or currently pursuing same BA/BS in Finance, Accounting, or other business related major preferred Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Based on the experience of the candidates, this role can be hired at a Wealth Strategies Analyst level I, level II, or level III For internal employees; participation in a work from home posture does not make you ineligible to post. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - WA - Seattle - 401 Union St - Rainier Square (WA1510) Pay and benefits information Pay range $76,200.00 - $136,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - https://careers.bankofamerica.com/en-us/pay-transparency Privacy Statement - https://careers.bankofamerica.com/en-us/privacy-notice