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Senior Wealth Strategy Advisor High Net Worth Clients
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-09-02
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Denver seeks a senior Wealth Planning Specialist to serve high- and ultra-high-net-worth clients. You will lead trust, estate, and wealth transfer planning, coordinating with Advisor teams to craft tailored strategies and implement them with Advisors where appropriate.
You’ll analyze financial information, stay current on tax developments, and expand client relationships through cross-sell opportunities while building a local referral network. Travel up to 10% is expected.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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