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Wealth Management Specialist

ExperiencedNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 9 days ago

No clicks

**Wealth Management Specialist:** Drive client portfolio growth. Apply expertise in financial planning, investment strategies, risk management using tools like Riskalyze, Bloomberg, and FactSet. Minimum 5 years' experience in wealth management. Senior-level candidates preferred. CFA charterholder or Working towards, essential. Join our leading financial services firm, fostering a collaborative environment focused on client success.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Wealth Management Specialist

Compensation

Not specified

City: Not specified

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

9 days ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**Wealth Management Specialist:** Drive client portfolio growth. Apply expertise in financial planning, investment strategies, risk management using tools like Riskalyze, Bloomberg, and FactSet. Minimum 5 years' experience in wealth management. Senior-level candidates preferred. CFA charterholder or Working towards, essential. Join our leading financial services firm, fostering a collaborative environment focused on client success.

Full Job Description