at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 2 days ago

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**Private Client Advisor II:** Veteran banking professional needed to manage high-net-worth clients (AUM $1M-$5M). Key responsibilities include financial planning, investment strategies, and relationship building. Proven expertise in securities, insurance, and estate planning. Five years' experience required, ideally in private wealth management. Familiarity with CRM systems (e.g., Salesforce) a plus.

Compensation

Not specified USD

Currency: $ (USD)

City

Not specified

Country

United States