Private Wealth Advisor
Bank of America
Bank of America is seeking a seasoned wealth planning professional to support Merrill advisors, addressing client objectives in planning, philanthropy, and wealth transfer. The role focuses on building relationships, analyzing financial information, and developing comprehensive strategies across investments, taxes, and estate planning. You will collaborate with advisors and internal partners, expand client relationships, and stay updated on tax legislation impacting clients. #J-18808-Ljbffr
Vacancy posted 6 hours ago
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