at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 11 days ago
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Private Client Advisor II - Leverage 3+ years' wealth management experience to provide personalized financial planning and investment advice to high net worth clients. Proficient in managing client portfolios, conducting risk assessments, and staying updated on market trends. Experience with Advent, Aladdin, or similar CRM platforms required. CFP certification preferred. Bachelor's degree in Finance, Economics, or related field necessary. Join our collaborative team in a senior-level role, driving client portfolios toward long-term success.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
