Jobs Private USA → Finance and Insurance → Banking and wealth advisory → Executive Wealth Services Advisor

Executive Wealth Services Advisor

Bank of America · Boston, MA · posted 74 days ago

In short: Executive Wealth Services Advisor at Bank of America in Boston, MA, posted 74 days ago.

By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.

Bank of Americaemployer
Boston, MAlocation
Banking and wealth advisorysub-niche
74 days agoposted
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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-08-27

EmployerBank of America
LocationBoston, Massachusetts
FieldFinance and Insurance › Banking and wealth advisory
LevelSenior Level
Source categoryHuman Resources and Recruitment
Posted2026-08-27 (74 days ago)
Work arrangementOn-site at the location listed
PayNot published in the source listing

Job description

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning, estate planning, financial wellness, and wealth management solutions to senior executives at participating companies. Through deep knowledge of each company's executive compensation, benefits, and corporate programs, EWS helps executives navigate complex financial decisions and maximize the value of their personal and professional opportunities.

The Executive Wealth Strategist serves as the quarterback for the executive relationship, bringing together deep company-specific expertise and broad wealth planning capabilities to deliver a highly personalized experience. This role develops trusted relationships with senior executives and provides holistic wealth, tax, estate, and financial planning guidance informed by a thorough understanding of the company's compensation, benefits, and executive programs. Partnering closely with advisors and specialists, the Executive Wealth Strategist coordinates the delivery of tailored solutions while serving as the primary point of contact for executive participants. Through a combination of technical planning expertise and company-specific insight, the role helps executives maximize opportunities and navigate the unique financial complexities associated with senior leadership.

Responsibilities


Key Qualifications


Desired Qualifications


Skills:


Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$177,000.00 - $300,000.00 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.

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Bank of America Jobs in Massachusetts Jobs in Boston, MA Boston city guide Massachusetts state guide Suffolk County economy

View this job and apply on The Muse →

You apply on The Muse or on the employer's page; AtiveSite does not receive or process applications and is not affiliated with The Muse. The description above is shown as the source published it.

About the role

This is a Senior Level role in the Finance and Insurance field (Banking and wealth advisory) at Bank of America. Senior roles usually expect substantial experience, ownership of results and often the ability to guide others.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Know your rights as a candidate and an employee:

The city

The job is in Boston, MA. Below is what the official statistics say about living and working there.

How Boston compares. Among the 80 largest places in Massachusetts, Boston is #1 by population, #75 for homeownership (#1 = highest), #62 for rent (#1 = cheapest), #28 for remote work (#1 = most). Its county, Suffolk County, is #1 of 14 counties for average pay ($131,280).

The place in numbers

Boston has 666,442 residents (ACS 2020–2024), about 9.5% of the population of Massachusetts. It covers 48 square miles of land, which works out to roughly 13,786 people per square mile. The median age is 33.3, 17% younger than the state median (33.3 against 40.0).

Housing

The median gross rent is $2,147 a month (rent plus utilities), 22% above the state median ($2,147 against $1,762). Over a year that is 26.5% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $731,700, which is 7.5 times the median household income ($97,344); a ratio above 5 usually means buying is out of reach without savings or a second income. 35.7% of households own their home, 43% below the state average (35.7% against 62.5%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Boston-Cambridge-Newton, MA-NH metropolitan area has 2,703,890 jobs in the BLS wage survey, and the median pay across all occupations is $66,620 a year, 31% above the national median ($66,620 against $50,980). The biggest occupation groups are office and administrative support (265,830 jobs, median $56,580); management (254,700 jobs, median $166,580); business and financial operations (242,960 jobs, median $102,660). The area is most specialised in life, physical, and social science (2.6 times) and architecture and engineering (1.4 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($166,580) and legal ($135,160). In 2026M09 the unemployment rate of Suffolk County was 4.2%. 69.9% of residents aged 16 and over are in the labour force. The city lies in Suffolk County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 32.9% drive alone, 22.6% use public transit, 13.4% walk, 21.3% work from home. 22.0% of workers commute 45 minutes or more, about the same as the state average (22.0% against 21.5%).

People and education

54.9% of adults aged 25 and over hold a bachelor's degree or higher, 16% above the state share (54.9% against 47.3%). 27.8% of residents were born outside the United States, 54% above the state share (27.8% against 18.1%). The poverty rate is 16.6%, 65% above the state rate (16.6% against 10.0%).

Climate

The warmest month is Jul, averaging 72°F (22.4°C), and the coolest is Jan at 26°F (-3.5°C). About 1,206 mm (47 inches) of precipitation falls in a year; Oct is the wettest month (123 mm) and Jan the driest (80 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Winthrop Town (4 miles, rent 4% lower); Chelsea (4 miles, rent 9% lower); Everett (5 miles, rent 3% lower); Quincy (5 miles, similar rent). Rent differences are against Boston; use the Compare tab to put any two cities side by side.

Full guide to Boston →Massachusetts guideAll jobs in Boston

Official links for Boston

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Boston, MA that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:
Place ⇅Distance from the job city ⇅Median rent ⇅Median home value ⇅Median household income ⇅Commute 45+ min ⇅Rent as % of occupation pay ⇅Open jobs there ⇅
Boston, MA0 mi$2,147$731,700$97,34422.0%n/aJobs
Winthrop Town, MA4 mi$2,064$649,600$116,16731.2%n/a—
Chelsea, MA4 mi$1,956$493,500$72,17928.1%n/a—
Everett, MA5 mi$2,076$610,000$85,21831.6%n/a—
Quincy, MA5 mi$2,118$618,500$98,88233.4%n/a—
Somerville, MA6 mi$2,517$911,300$132,57220.9%n/a—
Cambridge, MA6 mi$2,787$1,092,100$130,74813.3%n/aJobs
Revere, MA6 mi$2,076$597,400$86,96930.0%n/a—
Brookline, MA6 mi$2,835$1,246,800$142,10114.7%n/a—
Malden, MA7 mi$2,204$633,500$100,60630.2%n/a—
Milton, MA7 mi$1,474$933,200$188,52928.4%n/a—
Medford, MA7 mi$2,509$755,500$129,54022.0%n/a—
Melrose, MA8 mi$1,970$822,900$133,95334.0%n/a—
Saugus, MA9 mi$2,241$603,400$101,53919.7%n/a—
Belmont, MA9 mi$2,527$1,159,000$183,13719.2%n/a—
Braintree Town, MA9 mi$2,024$656,800$122,21428.9%n/a—
Arlington, MA9 mi$2,082$933,800$150,70127.3%n/a—
Newton, MA10 mi$2,370$1,264,900$190,30417.0%n/a—
Lynn, MA10 mi$1,722$510,100$75,04323.6%n/a—
Weymouth Town, MA10 mi$1,941$552,100$102,71432.9%n/a—

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Boston, MA is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:
From ⇅Straight-line distance (miles) ⇅Population of that city ⇅
New York, NY190 mi8,483,844
Philadelphia, PA268 mi1,579,706
Columbus, OH643 mi914,802
Charlotte, NC722 mi903,844
Indianapolis, IN807 mi885,860
Chicago, IL854 mi2,711,226
Jacksonville, FL1,017 mi977,670
Oklahoma City, OK1,494 mi697,125
Dallas, TX1,549 mi1,307,930
Fort Worth, TX1,578 mi963,194
Houston, TX1,605 mi2,328,253
Austin, TX1,695 mi979,539
Denver, CO1,762 mi718,877
San Antonio, TX1,766 mi1,479,835
Phoenix, AZ2,294 mi1,642,323
Seattle, WA2,489 mi754,195
San Diego, CA2,576 mi1,389,526
Los Angeles, CA2,603 mi3,857,263
San Jose, CA2,678 mi990,138
San Francisco, CA2,727 mi830,235

Nearby cities with open jobs (within 120 miles)

Sort:
City ⇅Straight-line distance ⇅Open jobs ⇅
Cambridge, MA6 mi58
Waltham, MA12 mi3
Framingham, MA21 mi6
Andover, MA23 mi8
Barrington, RI44 mi1
Amherst, MA77 mi14

The employer

Bank of America is the employer in this listing. See all its open jobs here →

Company description (from The Muse): Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

size: Large Size; industries: Financial Services; locations on The Muse: Charlotte, NC.

It is among the 200 largest US-headquartered employers in our list, with about 213,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Bank of America

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

The employer's profile on The Muse →

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

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FAQ

What is the Executive Wealth Services Advisor job at Bank of America?

A senior level role in finance and insurance (banking and wealth advisory) listed 74 days ago. The full description is on this page and on The Muse.

Where is this job?

Boston, MA.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Boston is $2,147 a month and median household income $97,344 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-08-27 (74 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Massachusetts.

Sources and terms

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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