Senior Wealth Advisor
Ishe
Bank of America seeks a Wealth Planning Specialist to lead planning engagements for high net worth clients, building strategies across trust, estate transfer, and financial planning. You will collaborate with Advisors to gather data, perform analyses, and craft personalized planning solutions. The role requires deep tax knowledge, strong client-facing skills, and the ability to develop and implement comprehensive plans across investments, retirement, and philanthropy. #J-18808-Ljbffr
Vacancy posted 1 day ago
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