at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 15 days ago

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**Wealth Planner** position: Develop, implement, and optimize personalized investment strategies for high net worth clients. Key responsibilities involve client portfolio management, risk assessment, and financial planning. Essential skills: CFA charterholder, certified financial planner (CFP) certification, strong investment research experience, proficiency in Bloomberg terminals, data analysis. Requires 7+ years of wealth planning experience. Must understand complex financial instruments and have excellent communication skills. Senior-level role, ideal for experienced wealth planners seeking to advance their career in the investment domain. Join our renowned financial institution to excel in this senior wealth planning position.

Compensation

Not specified

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Country

United States