Bank of America’s Merrill Wealth Management is seeking a Financial Advisor team member to collaborate with FA teams, identify strategic investment opportunities, and drive comprehensive financial planning. The role requires estate, tax, and investment knowledge and may involve residential mortgage loan work under SAFE Act guidelines.
The position emphasizes in-office collaboration, relationship management, and data-driven planning to help clients pursue their financial goals with integrated
#J-18808-LjbffrSenior Wealth Planner & Financial Strategy Lead in boca raton at Unknown Company
This position is listed as full time and onsite.