The following position is posted on Symplicity:
Bank of America (Seattle)
Wealth Strategies Analyst - 1300017847
How to Apply: Interested candidates should go to:www.bankofamerica.com/careers and apply to job number 1300017847
Description:
Supports Wealth Strategists in developing and preparing existing and prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate, gift, and tax planning, and risk management. Reviews, analyzes and flowcharts estate planning documents and drafts initial financial projections. Assists in the coordination of client workshops to provide financial advisory expertise to internal sales team and existing clients. Executes and delivers on special projects as needed. Assists with marketing efforts through preparation of presentations to facilitate securing current and future business and to build credibility in the local market place. Reviews communication materials for updates on product and service offerings, policy and procedure changes, as well as personnel and risk management updates.
Open Dates: March 22, 2013 April 12, 2013
Requirements:
•2+ years of training and/or experience doing individual tax returns (1099, 1040, S Corp, etc.) and/or strong knowledge of individual tax law
•2+ years of training and/or experience with trust and estate planning
•Highly organized with a strong attention to detail
•Strong analytical skills
•Strong written and verbal communication skills and experience dealing with high net worth clients •BA/BS in Finance, Accounting or other business related major
Wealth Strategies Analyst - 1300017847
How to Apply: Interested candidates should go to:www.bankofamerica.com/careers and apply to job number 1300017847
Description:
Supports Wealth Strategists in developing and preparing existing and prospective clients' financial plans, analysis, and models, which may encompass investment, retirement, estate, gift, and tax planning, and risk management. Reviews, analyzes and flowcharts estate planning documents and drafts initial financial projections. Assists in the coordination of client workshops to provide financial advisory expertise to internal sales team and existing clients. Executes and delivers on special projects as needed. Assists with marketing efforts through preparation of presentations to facilitate securing current and future business and to build credibility in the local market place. Reviews communication materials for updates on product and service offerings, policy and procedure changes, as well as personnel and risk management updates.
Open Dates: March 22, 2013 April 12, 2013
Requirements:
•2+ years of training and/or experience doing individual tax returns (1099, 1040, S Corp, etc.) and/or strong knowledge of individual tax law
•2+ years of training and/or experience with trust and estate planning
•Highly organized with a strong attention to detail
•Strong analytical skills
•Strong written and verbal communication skills and experience dealing with high net worth clients •BA/BS in Finance, Accounting or other business related major
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