Wealth Planner: Strategic Financial Planning & Client Guidance
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Finance & Banking
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management team seeks a Financial Planner to partner with Financial Advisor teams, delivering comprehensive financial planning solutions across estates, investments, taxes, and philanthropy. You will gather data, analyze client information, and develop robust financial plans while fostering internal relationships and delivering an outstanding client experience.
A strong background in wealth management and CFP/CPWA designation is preferred.
This is a genuine position to take on the Wealth Planner:
Strategic Financial Planning & Client Guidance role at Bank of America.
The Wealth Planner:
Strategic Financial Planning & Client Guidance position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Planner:
Strategic Financial Planning & Client Guidance in Leawood, KS, United States within Finance, Sales.
This role, Wealth Planner:
Strategic Financial Planning & Client Guidance at Bank of America, could be your next career step.
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