- Bank of America (Jacksonville, FL)
- …+ Research + Result Orientation **Line of Business Job Description:** Wealth Management Operations provides end-to-end operational support that drives the client ... experience for Wealth Management advisory partners and their clients. Within WMO,...Reasoning + Recording/Organizing Information + Attention to Detail + Relationship Building + Research + Written Communications + Adaptability… more
- Bank of America (Jacksonville, FL)
- …and the annuity industry * Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners (internal and ... ongoing risk management of platform **Desired Qualifications** : * 12+ years wealth management and/or annuity experience (required) * Ability to think strategically… more