at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 2 days ago

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**Private Client Advisor II** provides personalized financial strategies. Key responsibilities include client relationships, investment analysis, and regulatory compliance. Required skills span portfolio management, wealth preservation, and trusts. Ideal candidates bring 5+ years of relevant experience, proficiency in industry-standard tools like Salesforce, and a knack for maintaining client confidentiality.

Compensation

Not specified USD

Currency: $ (USD)

City

Houston

Country

United States