UHNW Wealth Transfer Strategist
Bank of America ATM
A leading financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth individuals and families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with UHNW client retention. A law degree and extensive experience in transfer taxation are required. The position offers a collaborative work culture and focuses on achieving client goals aligned with wealth management. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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