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Senior Executive Wealth Strategist

L5

bank of americaDoral, FL17 days ago
Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executive relationships, coordinating holistic wealth, tax, estate, and financial planning tied to executive compensation programs. The role partners with advisors across investment management, credit, banking, and trust teams to deliver tailored solutions while managing high-net-worth relationships and complex planning scenarios.
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Level

SeniorL5

Location

Doral, FL

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

17 days ago

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