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Senior Wealth Planning & Trust Advisor

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 180000 - 254800 USD Yearly USD 180000.00 254800.00 YEAR
Job Description & How to Apply Below
A major financial institution is looking for an experienced Wealth Planner to lead the client wealth planning engagement process and develop integrated strategies. The role requires 5 years of related experience, a strong background in wealth planning topics, and successful sales experience with high net worth clients. The ideal candidate will demonstrate advanced technical knowledge and possess strong communication and relationship management skills.

This position offers competitive compensation and industry-leading benefits.
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Position Requirements
10+ Years work experience
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