MD; Private Wealth Mgr

Employer
Merrill Lynch
Location
Miami, Florida
Posted
Apr 10, 2024
Closes
May 10, 2024
Specialty
Finance
Type
Full Time
Level
Experienced
Education Level
4 Year Degree

Merrill Lynch has an opportunity for a MD; Private Wealth Mgr to advise int'l & domestic clients on financial plans using knowledge of tax & investment strategies, securities, insurance, pension plans, & real estate. Responsible for the sale & implementation of wealth mgmnt services to core clients & Ultra High Net Worth individuals & families. Reqs: Bach degree or equiv. & 5 yrs exp analyzing Client’s balance sheets & personal wealth to help design financial plans based on specific investment strategies to meet Clients desired level of wealth; Assessing the implementation of asset protection & cross-border strategies for inbound & outbound investments. Remote work may be permitted within a commutable distance from the worksite. 50% domestic/int'l travel, as nec. Job Site: Miami, FL. Req#24011976. If interested apply online at www.bankofamerica.com/careers or email your resume to bofajobs@bofa.com & reference the job title of the role & requisition number. No phone calls. EOE.