Director of Family Office Suitable candidate will be a “multi-tasker” possessing great energy, leadership and managerial skills. Ability to organize people, tasks and events with appropriate etiquette is crucial. Must be personable...
With the tax benefits of 529 college savings plans set to expire in 2010 several financial services firms have announced the creation of a lobbying group to make sure that Congress does the right thing – making the tax-free savings...
Company: Bank of America Position: Trust Officer II Location: Newport Beach, CA. Duties: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with...
Company: Bank of America Position: Trust Officer II Location: Phoenix, Arizona Duties: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with...
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...
Company: Bank of America Position: Trust Officer II Location: Oklahoma City, Oklahoma Duties: Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with...
Job Title: Portfolio Manager Location: Fayetteville, Arkansas Date: 03/14/03 Job Status: Full Time Description: Listed below Responsibilities: Consultative advisor to and manager of HNW client portfolios. Provide investment expertise and advice to...
Position: Wealth Strategist Role/Responsibilities: As a Wealth Strategist in the International Private Bank, Los Angeles, you will be an integral member of a client relationship team. The team will work with our clients to develop comprehensive...
Merrill Lynch, continuing to attract talent to its upper tier of brokers serving clients with more than $10 million in investable assets, bagged a big gun in the last week. Michael Russ, a large producer who oversees several billion in assetsâÂ&...