Senior Executive Wealth Strategist
bank of americaDoral, FL
Senior Executive Wealth Strategist
L5
bank of americaDoral, FL17 days ago
Industries
Portfolio Management and Investment AdviceOffices of Bank Holding CompaniesTrust, Fiduciary, and Custody ActivitiesBank 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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