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...
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...