UHNW Wealth Planning Architect

Bank of America seeks a seasoned wealth planning professional to serve high- and ultra-high-net-worth clients.

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You will lead engagements, analyze estate and financial information, and craft planning strategies in collaboration with client advisors.

Candidates should have deep knowledge across tax planning, trusts, investments, and cash flow modeling. xivgfpx

You will expand client relationships, support advisors in new opportunities, and stay current with tax law changes.