Senior Trust & Wealth Advisor HNW Clients
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Bank of America is seeking an experienced fiduciary and wealth management professional to manage a book of fiduciary and investment accounts for high-net-worth clients. You will oversee complex trust accounts, educate clients and Centers of Influence, drive business development and retention, and coordinate with teams to address wealth planning needs while managing risk.
The role emphasizes regulatory compliance, proactive problem solving, and strong client relationships to deliver superior
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This posting is for the Senior Trust & Wealth Advisor for HNW Clients role at ghr, based in Charlotte, NC, United States.
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