nPloy Logo

Wealth Strategies Advisor

Logo of Bank of America

Bank of America

Hybrid

Hybrid

Regular employment

7 - 15 years of experience

Full Time

Palo Alto, United States

Required skills

Business Analysis
Business Development
Business Planning
Client Focus
Collaboration
Critical Thinking
Financial Analysis
Financial Modelling
Fundraising
Insurance
Listening
Managing Finances
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Networking
Planning
Presentation Skills
Prioritizing
Wealth Management
Written communication
Problem Management
Data Modeling
written and oral communication
Portfolio Management
English
Job posted 63 days ago

or

to apply.