Private Client Advisor II - San Diego, CA
Bank of America
Company Bank of America
Job Title Private Client Advisor II - San Diego, CA
Location: San Diego, CA, 92108, USA
Description **Job Description:**
Business Overview U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship. U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states. U.S. Trust is looking to add the industry's most capable and trusted wealth advisors to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most competitive. Role Overview Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs Reports to the Market Executive or City Executive Responsibilities Act as trusted financial advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in the business environment or client needs Effectively manage a book of relationships and act as relationship lead accountable for the client's experience Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions Build relationships with internal and external sales referral partners Lead the Client Management Process (CMP) within client team to identify new business development opportunities Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development Provide significant input on pay for performance process of client team associates Meet Risk & Compliance requirements and policies Enterprise Description Overview Senior level associate who provides advice to clients with complex financial needs. A PCA focuses on sales to new and existing High Net Worth HNW clients. PCAs generally will have an in depth knowledge of one or two of the following areas: investments, credit, banking, trust and wealth transfer and a general understanding of the other areas. Using this knowledge, a PCA will help facilitate the integrated delivery of our services for investments, credit, fiduciary and other banking services. A PCA will usually have at least 7 years of experience with HNW clients. A PCA will also have Series 7, 63 and 65 (or Series 7 and 66) licenses. A PCA II may manage clients with more complex needs than a PCA I. This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Key Skills Requirements: Excellent business development skills Strong interpersonal and influence / partnership skills In-depth knowledge of at least one of the following areas: investments, trust and wealth transfer, banking or credit; general understanding of all others Qualifications: 7+ years of successful experience in sales to high net worth clients (or equivalent) Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start) CFP, CPA, CFA, CTFA, CFM or JD a significant plus Unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
**Posting Date** : 12/21/2016
**Location** : US-CA-San Diego
**Travel** : No
**Full / Part-time** : Full time
**Hours Per Week** : 40
**Shift** : 1st shift
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