Capital Roles

Bank of America

Wealth Planner

Boca Raton, FL · Posted Oct 7, 2026

Excerpt from Bank of America's posting

This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions.

Read the full description on Bank of America's site (opens in a new tab)

Hiring intel

How long this role has been open, and what it pays elsewhere

Time open, reposts at this bank, and posted pay for this role across banks, built from the nightly checks.

See the intel With research access. Choose yours.

See the research on a real role, free to read.

Saved roles line up on your compare table.

Going for this role? Private Counsel is career coaching: three one-hour sessions over two weeks and a fourth held for your interview, for bankers going for a specific role at a specific bank.

Similar roles

  1. Wealth Planner

    BMO

    • Chicago, IL +3 more
    • Wealth Sales & Service
    $90,000 – $180,000 a year

  2. Senior Wealth Planner

    Associated Bank

    • Chicago, IL
    • Private Wealth, Investments & Brokerage
    $139,370 – $238,920 a year

  3. Wealth Planner-West MI

    Huntington Bank

    • Grand Rapids, MI
    • Trust & Wealth Advisors

  4. Private Wealth Management Senior Wealth Planner

    U.S. Bank

    • Seattle, WA
    • Sales
    $157,230 – $192,170 a year

  5. Key Private Bank Wealth Planner

    KeyBank

    • Westlake, OH
    • Consumer Bank - Wealth - KPB Field - Rel Mgmt
    $96,000 – $181,000 a year

  6. Key Private Bank Wealth Planner

    KeyBank

    • Elkhart, IN +1 more
    • Consumer Bank - Wealth - KPB Field - Rel Mgmt
    $96,000 – $181,000 a year