Wealth Strategies Advisor- Private Bank
Bank of America · Los Angeles, CA · 3 wk ago
Business DevelopmentFull-time
Key Responsibilities
- Builds relationships with advisors, centers of influence, and internal partners
- Analyzes estate and financial information
- Develops holistic, integrated planning strategies
- Expands existing client relationships and acquires new assets
- Follows major developments in trust, estate/wealth transfer and financial planning
- Engages Merrill market leaders to drive ultra-high net worth client engagement
Desired Skills
- Knowledge of multiple aspects of Wealth Strategy and implementation
- Ability to translate and communicate complex concepts and strategies
- Proactive and creative approach to problem solving
- Consultative influence skills with strong active listening and discovery abilities
- Professional presentation, communication, and relationship management skills
- Collaborative and able to work well in a team environment
- Self-starter with ability to work under pressure with minimal hands-on direction
Desired Qualifications
- 5 years of wealth planning related work experience
- Proven track record of successful sales experience
- JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred
Skills
- Business Development
- Critical Thinking
- Oral Communications
- Presentation Skills
- Wealth Planning
- Active Listening
- Collaboration
- Customer and Client Focus
- Pipeline Management
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Hours Per Week
40