at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted a month ago

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The Wealth Management Specialist role focuses on delivering customized financial guidance and investment solutions to clients within Bank of America's Wealth Management division. You will partner with advisors to understand client goals, assess risk tolerance, and recommend appropriate strategies. The position involves building lasting client relationships, coordinating with product specialists, and helping grow the business through effective client service and cross-selling, while adhering to regulatory requirements. This is a client-facing, results-driven role that offers opportunities for career progression within wealth management.

Compensation

Not specified USD

Currency: $ (USD)

City

Atlanta

Country

United States