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Senior Wealth Planning Advisor UHNW Clients
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-08-31
Listing for:
Bank of America
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Seattle, Washington seeks a Wealth Planning professional to lead client engagements from start to finish. You will collaborate with Wealth Strategy Specialists to gather information, run analyses and develop integrated planning solutions for high-net-worth clients.
You will expand existing relationships, advise on trusts, estate planning, tax strategies, investments and cash flow modeling, and stay current on tax legislation.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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