Title: Portfolio Manager Company: Bank of America Location: Del Mar, CA. Responsibilities: Advisor to and manage of larger, more complex portfolios of high net worth clients. Retain and grow the business through referrals. Act as subject expert in...
Company: Bank of America Position: Estate Planner Location: Dallas, Texas Position Description: Assists Financial Advisor (FA) in the discovery and analysis of estate planning/ wealth transfer needs of selected BAI clients. Provides objective...