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Senior Wealth Management Consultant

2 months ago

Vancouver, Washington, United States Bank of America Full time

Senior Wealth Management Consultant

Location: Vancouver, Washington; Portland, Oregon

Position Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which shapes our operations and our dedication to clients, colleagues, communities, and shareholders alike.

We strive to create an inclusive and diverse workplace, welcoming individuals from various backgrounds and experiences. Our investment in our employees and their families is reflected in our competitive benefits, designed to support their physical, emotional, and financial health.

We believe in the power of collaboration while also providing flexibility tailored to the diverse roles within our organization.

Joining Bank of America means embarking on a fulfilling career with opportunities for professional development, personal growth, and the chance to make a significant impact.

Key Responsibilities:

This role is pivotal in acquiring new clientele, enhancing existing relationships, and expanding both internal and external networks to meet business development objectives. Key duties include:

  • Leading the Client Management Process to identify and pursue new business opportunities.
  • Attracting new clients in accordance with the bank's established risk guidelines.
  • Guiding the client team to deliver impactful interactions and a cohesive Client Experience.
  • Gaining a comprehensive understanding of clients' needs, preferences, and wealth strategies, adapting to shifts in the market or client circumstances.
  • Acting as a trusted advisor, providing integrated solutions that encompass wealth structuring, credit options, banking services, and asset management.
  • Promoting the use of digital tools to enhance both client and team experiences.
  • Building strong relationships with internal and external partners and influencers.

Required Qualifications:

Candidates should possess:

  • A minimum of 12 years in private banking or complex financial services, or a relevant bachelor's degree.
  • A proven track record in driving business development for high-net-worth clients.
  • Exceptional interpersonal skills and a client-centric approach.
  • Leadership qualities that identify and seize client engagement opportunities.
  • Strong negotiation skills and the ability to influence outcomes.
  • A collaborative mindset, working closely with team specialists.
  • Licenses: Series 7, 63, and 65 (or Series 7 and 66) are required; unlicensed candidates may be considered if willing to obtain licenses within 90 days of employment.

Preferred Qualifications:

Advanced degrees such as an MBA or other post-graduate qualifications are advantageous. Professional certifications like CFP, CPA, CFA, CTFA, CFM, or JD are also highly regarded.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Work Schedule: Full-time, 1st shift.

Bank of America is an equal opportunity employer, committed to fostering a diverse workforce and ensuring a workplace free from discrimination. We adhere to all applicable laws and regulations regarding employment practices.