Senior Wealth Planning Advisor
Sacbar
Bank of America seeks a seasoned wealth planning professional to support Merrill advisors in addressing clients’ objectives across planning, philanthropy, and wealth transfer. You will build relationships with advisors, centers of influence, and internal partners, and analyze financial information to craft planning strategies. You will specialize in trust/estate planning, tax minimization, and risk management, staying current on industry developments and coordinating with internal leaders to #J-18808-Ljbffr Sacbar
Vacancy posted 1 day ago
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