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© All Rights Reserved. ApplyBlast.com
Bank of America
Merrill Wealth Management is seeking a Senior Wealth Planner to collaborate with Financial Advisor teams in delivering comprehensive financial planning solutions. The role involves analyzing data to create robust financial plans, identifying strategic investment opportunities, and supporting business development activities. This position requires a strong understanding of wealth management products and services, along with the ability to foster relationships and deliver exceptional client experiences.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.