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Senior Family Office Advisor: Governance & Strategy
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-08-03
Listing for:
Bank of America
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America’s Private Bank seeks a seasoned Family Office Consultant to advise ultra-high-net-worth families on the formation, governance, and evolution of their family offices. You will partner with the Family Office Strategist, lead governance discussions, design operating models, and guide multi-generational strategies with discretion and executive presence.
Required qualifications include 10+ years advising wealthy families, and credentials such as CFP, CFA, CPA or FE A designation; the
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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