Spec Fiduciary Officer Ii - Private Bank jobs at Bank Of America in United States, New York
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180 jobs found
07.04.2025
BOA
Bank Of America Financial Solutions Advisor Stage II - United States, New Jersey
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales. Investment administration experience desired. BS/BA degree in Business, Finance, Economics or...
Series 7, 63/65 or 66. Displays advanced industry knowledge and understanding of investment products. Energetic individual that is self-motivated, coachable and flexible in thought. Enjoys a fast-paced environment with changing...
Supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews. Assists with engaging clients to review investment performance...
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...
Work within a regional GM BCO team to review, disposition and investigate Equity Trade Surveillance alerts;. Work with and escalate to the Central Trade Surveillance team within the GM BCO...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
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