at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 5 days ago
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**Wealth Management Specialist** – Leverage 5+ years' experience in advising high-net-worth clients on investment strategies. Expertise required in financial planning, portfolio management, and risk assessment. Proficient in using software such as CRM, financial planning tools (e.g.,.e., eMoney, MoneyGuidePro), and industry-standard investment platforms. Foster strong relationships, provide exceptional client service, and meet production expectations. CFP/CIMA certifications preferred. Sr. level role.
- Compensation
- Not specified
- City
- Los Angeles
- Country
- United States
Currency: Not specified
