Executive Wealth Strategist: Senior Planning Lead
Bank of America ATM
Bank of America in Los Angeles is seeking an Executive Wealth Strategist to serve as the quarterback for executive relationships, delivering personalized wealth, tax, estate, and financial planning guidance based on company compensation programs. You will coordinate with advisors and specialists to tailor solutions for senior leaders. This role emphasizes technical planning across equity, retirement, and benefits, with ongoing guidance and compliance, and offers an opportunity to advance within #J-18808-Ljbffr Bank of America
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...ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth... ...broader Private Bank team to lead discovery, develop... ...experience through advanced planning expertise. Please see below... ...advisor questions, and support execution of strategies in partnership...SeniorBank staffShift work- ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great... ...broader Private Bank team to lead discovery, develop... ...experience through advanced planning expertise. Please see below... ...advisor questions, and support execution of strategies in...SeniorBank staffShift work
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