Senior Wealth Planning Strategist for UHNW Clients
Bank of America
Bank of America is looking for a specialized resource to serve Advisor teams focused on wealth planning for high- and ultra-high net worth clients. This role encompasses the entire wealth planning process, from building relationships with clients to developing tailored financial strategies. The ideal candidate has a strong background in financial planning and trust issues, along with at least 7 years of relevant experience. Skills in Word, Excel, and presentation software are essential. This position is based in Charlotte, North Carolina with an expectation for up to 10% travel. #J-18808-Ljbffr
Vacancy posted 5 hours ago
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