Senior Private Client Advisor - Wealth Strategy
Bank of America
Bank of America in Chevy Chase is seeking a seasoned professional to lead the Client Management Process and drive business development. The ideal candidate will have over 12 years of experience in private banking and complex financial services, with strong interpersonal skills and a client-centered approach. Key responsibilities include sourcing new clients and advocating for their needs, ensuring a holistic approach to wealth management. The position requires Series 7, 63, and 65 licenses and knowledge of client engagement strategies. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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