UHNW Wealth Planning Advisor
Bank of America Financial Center
Bank of America seeks a wealth planning professional to support Merrill advisors in addressing client objectives for planning, philanthropy, and wealth transfer/tax minimization. You will analyze estate and financial information, build relationships with advisors and internal partners, and develop planning strategies across investments, retirement, education, and taxes. The role requires expertise in trust and estate planning, risk management, and communication with clients, attorneys, and #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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