Senior Wealth Strategy Advisor for High Net Worth Clients
National Black MBA Association
Bank of America in Denver seeks a senior Wealth Planning Specialist to serve high- and ultra-high-net-worth clients. You will lead trust, estate, and wealth transfer planning, coordinating with Advisor teams to craft tailored strategies and implement them with Advisors where appropriate. You’ll analyze financial information, stay current on tax developments, and expand client relationships through cross-sell opportunities while building a local referral network. Travel up to 10% is expected. #J-18808-Ljbffr National Black MBA Association
Vacancy posted 9 hours ago
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