Bank of America
A leading financial institution seeks a Private Wealth Strategist to work with ultra-high net worth clients, developing personalized wealth-transfer strategies. This role involves collaborating with advisors to enhance client relationships and provide tailored financial guidance. Candidates must hold a law degree and have significant experience in transfer taxation or trusts and estates. Excellent communication and presentation skills are required. This full-time position is based in Houston, Texas, providing a dynamic work environment within the finance and sales sector.
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