at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted a month ago
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Seeking a Wealth Planner to deliver comprehensive financial planning and advisory services to trusted clients in the Bank of America Wealth Management team. You will assess client needs, build customized financial plans, and provide guidance on investments, retirement, estate planning, and risk management. Collaborate with bankers and specialists to implement strategies and monitor client progress, ensuring compliance with regulatory standards. This role focuses on building long-term client relationships and helping clients achieve their financial goals.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
