at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 3 days ago

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**Private Client Advisor II:** Lead high-net-worth relationships, providing comprehensive wealth management services. Key responsibilities include reviewing client portfolios, developing financial plans, and collaborating with cross-functional teams to deliver tailored solutions. Minimum 5-7 years' experience in wealth management, with expertise in investment strategies, risk management, and trust services. Proficient inhariCRM, Cusip, World-Check, and Microsoft Office Suite. CERTIFIED FINANCIAL PLANNER™ designation preferred.

Compensation

Not specified

Currency: Not specified

City

Not specified

Country

United States