Senior Wealth Planning Advisor for UHNW Clients
Bank of America
Bank of America is seeking a wealth planning specialist to serve advisor teams and high-net-worth clients. You will build relationships with clients and advisors, perform technical analyses, and develop comprehensive planning strategies to address trust, estate, wealth transfer, and financial planning needs. You will collaborate with Wealth Strategy Specialists to gather data, run analyses, and implement tailored plans while staying current on tax laws and regulatory changes affecting clients' #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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