Wealth Strategies Advisor jobs at Bank Of America in United States, Minneapolis
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Minneapolis
8 jobs found
19.11.2024
USB
US Bank Wealth Management Solutions Manager Job United States, Minnesota, Minneapolis
Develop strong working relationships with WM leaders and business partners across the enterprise to enable successful project execution. Perform research and analysis on existing or new product/service opportunities, cost saving...
Bachelor's degree, or equivalent work experience. Eight or more years of experience interacting with High and Ultra High Net Worth clients. Requires established network with strong relationship management, networking, and...
Leads the wealth planning engagement process with clients from start to finish. This includes leading the new business review and onboarding process for initial and successor trustee appointments and managed...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Perform research, analysis, development, implementation, and monitoring of new and/or revised products or services. Analyze current costs, cost savings and enhanced benefits that may be achieved by implementing a new...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Bachelor's degree, or equivalent work experience. Eight or more years of experience interacting with High and Ultra High Net Worth clients. Requires established network with strong relationship management, networking, and...
Develop strong working relationships with WM leaders and business partners across the enterprise to enable successful project execution. Perform research and analysis on existing or new product/service opportunities, cost saving...
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