at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 11 days ago
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**Wealth Planner:** Experienced Wealth Planner needed for a mid-senior role. Key responsibilities include comprehensive financial planning, client relationship management, and investment strategy development. Required skills: Certified Financial Planner (CFP) certification, proficient in financial planning software like Finance Platon or eMoney, and experience in portfolio management tools like Charles Schwab or Fidelity. Minimum 7 years of wealth planning experience.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
