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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

Vacancy posted 3 days ago
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