Senior Wealth Planning Advisor for UHNW Clients
Bank of America
Bank of America Wealth Planning Specialist role focused on high- and ultra-high-net-worth clients, delivering estate and wealth transfer planning alongside Advisors. You will analyze client data, craft comprehensive strategies, and coordinate implementation with Advisors to optimize outcomes. Key duties include leading engagements, expanding client relationships, staying current on tax developments, and leveraging WealthMaster tools to model plans. Travel up to 10% may be required. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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