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Executive Wealth Architect

Koitecc Solutions

Bank of America in the United States seeks an Executive Wealth Strategist to serve as the quarterback for the executive relationship, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will partner with Advisors and specialists across investment management, credit, banking, and trust planning to deliver tailored solutions for senior leaders, ensuring a high-touch, compliant client experience. #J-18808-Ljbffr Koitecc Solutions

Vacancy posted 4 days ago
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