at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 15 days ago

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**Wealth Management Specialist:** Seasoned candidate sought to drive financial strategies for high-net-worth clients. Craft investment plans, manage portfolios, and provide exceptional client service. Proven experience (5+ years) in wealth management, CFP certification, and proficiency in CRM systems (Salesforce, Junxure). Strong analytical skills, market knowledge, and ability to build lasting client relationships vital.

Compensation

Not specified

Currency: Not specified

City

Chicago

Country

United States