at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 12 days ago

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**Private Client Advisor II:** Seasoned role managing ultra-high-net-worth clients. Key responsibilities: Consult on financial plans, investment strategies, estate planning; coordinate cross-functional teams ( wealth planners, trust officers, tax specialists). Required: 3-5 years experience, strong relationships knowledge, CERTIFIED FINANCIAL PLANNER™ certification preferred; proficient in Albridge, Salesforce.

Compensation

Not specified

Currency: Not specified

City

San Francisco

Country

United States