- Bank of America (New York, NY)
- UHNW Product Specialist (FX &...with financial advisors and clients + Acts as the senior product representative on a client team and ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ UHNW - Product - Specialist --FX FICC-OTC-Derivatives-\_25032713) **Job Description:** At… more
- Wells Fargo (San Francisco, CA)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells ... Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and...and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes… more
Locations:
California,
New York