Senior UHNW Wealth Transfer Strategist

Bank of America’s Private Wealth Management seeks a Private Wealth Strategist to work with UHNW individuals and families, aligning financial and estate strategies with goals. This highly visible role partners with Merrill Advisors to develop and implement customized planning, wealth transfer, and risk management strategies. You will produce client materials, collaborate across teams, and contribute to thought leadership through whitepapers or articles.