Elite Client Financial Strategist

3 days ago


Riverside, California, United States Bank of America Full time
Job Overview:

The Elite Client Financial Strategist is a critical role at Bank of America, responsible for managing a portfolio of high-net-worth clients and providing expert investment solutions to meet their complex needs. With a strong focus on relationship-building and exceptional client service, this individual will work closely with clients to understand their financial goals and develop personalized strategies to achieve them.

The ideal candidate will possess a deep understanding of investments and financial markets, as well as excellent communication and interpersonal skills. They will be able to analyze complex financial data, identify opportunities for growth, and develop effective solutions to meet client needs.

This role requires a strong ability to work independently, prioritize tasks, and manage multiple projects simultaneously. The successful candidate will be highly organized, proactive, and results-driven, with a passion for delivering exceptional client experiences.

Key Responsibilities:

+ Manage a portfolio of high-net-worth clients, providing expert investment advice and guidance to meet their complex needs.
+ Develop and implement customized investment strategies to help clients achieve their financial goals.
+ Collaborate with internal stakeholders to stay up-to-date on market trends and regulatory requirements.
+ Provide exceptional client service, responding promptly to client inquiries and addressing concerns in a timely manner.

Requirements:

* Series 7 and 66 licensed
* 5+ years of experience in investment banking or financial services
* Strong knowledge of investments and financial markets
* Excellent communication and interpersonal skills
* Ability to work independently and manage multiple projects simultaneously

Salary: $75,000 - $82,000 annualized salary, plus formulaic incentives.

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