Bank of America
Austin or San Antonio

Wealth Strategies Advisor

OnsitePosted 2 weeks ago

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Job details

Location
Austin or San Antonio
Work type
Onsite
Posted
2 weeks ago
Apply on
ghr.wd1.myworkdayjobs.com

About this role

Advanced wealth planning knowledge; ability to lead planning engagements, analyze estate/financial data, and develop integrated strategies; strong client relationship and advisory skills; 7+ years planning experience desired.

What you'll do at Bank of America:

  • leading engagements
  • developing strategies
  • building relationships

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About Bank of America

Bank of America
Austin or San Antonio