Wealth Planning Specialist for UHNW Clients
Bank of America ATM
Bank of America is seeking a Wealth Planner to serve Advisor teams addressing high- and ultra-high net worth clients' trust, estate and wealth transfer needs. You will build relationships with Advisors and clients, perform analyses, and develop planning strategies aligned with client goals. You will coordinate with Advisors to implement solutions, expand existing relationships, and identify new opportunities for wealth planning while staying current on tax developments. #J-18808-Ljbffr Bank of America
Vacancy posted 20 hours ago
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