cfa instituteMillbrae, CA
Executive Wealth Advisor
Executive Wealth Advisor
Executive Wealth Advisor
cfa instituteMillbrae, CA
2 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsLoan Officers
Commercial BankingPortfolio Management and Investment AdviceSavings Institutions and Other Depository Credit Intermediation
Apply for this role (opens in a new tab)Bank of America offers Executive Wealth Services focused on strengthening relationships with corporate executives by delivering best-in-class service and Branded Client Experiences across the Private Bank and Bank of America capabilities. The role emphasizes deep client understanding, leadership in client management, and collaboration with partners to tailor wealth structuring, credit facilities, and asset management solutions, with SAFE Act registration requirements for mortgage-related
Also on the board Same function, level within a rung
Level
Senior
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
2 days ago