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Senior Wealth & Trust Advisor
Job in
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-09-04
Listing for:
Bank of America
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of America in New Haven, CT seeks a fiduciary and investment management professional to manage a book of high-net-worth accounts and beneficiaries, focusing on complex trust and wealth transfer planning. You will collaborate with teams to drive business development, educate clients, and ensure compliance.
The role emphasizes building tailored wealth solutions, overseeing account administration, and expanding client relationships while maintaining the bank's risk framework and delivering a
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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