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Wealth Planner
Bank of AmericaLeawood, KS
Posted Oct 7, 2026
What you’d do
Supports Merrill financial advisors and their teams in delivering goals-based wealth management to clients, including retirement, education and legacy planning. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.
You’ll need
- Series 7, 63/65 or 66 or equivalent
- All state registrations held by supported advisors
- SAFE ACT Registration; ADV-2B required
- CFP or CPWA designation and/or a firm approved designation
- Client experience delivery skills
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