Senior Wealth Management Consultant

2 weeks ago

Washington, United States Bank of America Full time

Senior Wealth Management Consultant

Location: Washington, District of Columbia

Position Overview:

At Bank of America, our mission is to enhance financial well-being through every connection we foster. We are committed to Responsible Growth, which shapes our operations and our service to clients, colleagues, communities, and shareholders.

We strive to create an inclusive and diverse workplace, welcoming individuals from various backgrounds and experiences. Our investment in our team members and their families is reflected in our competitive benefits, aimed at supporting their overall well-being.

Bank of America values collaboration and flexibility, tailoring our approach to meet the diverse needs of our workforce.

Role Summary:

The Senior Wealth Management Consultant is accountable for attracting new clientele, enhancing existing client relationships, and expanding both internal and external networks to fulfill business development objectives. This role encompasses leading the Client Management Process and collaborating across the organization to deliver a distinguished Client Experience, ensuring access to the full spectrum of Private Banking services tailored to meet unique client requirements.

Key Responsibilities:

  • Directs the Client Management Process within the team to uncover new business opportunities.
  • Identifies and engages new clients in accordance with the bank's risk parameters.
  • Guides the client team to provide impactful interactions and a distinguished Client Experience.
  • Develops a comprehensive understanding of client needs, preferences, and wealth strategies, adapting to shifts in the business landscape and client requirements.
  • Acts as a trusted advisor, advocating for clients and prospects by offering integrated solutions, including wealth structuring, credit services, banking, and asset management.
  • Promotes the utilization of digital tools to enhance the client and team experience.
  • Fosters relationships with internal and external partners and influential networks.

Required Qualifications:

  • Proven ability to thrive in a collaborative team environment.
  • Exceptional interpersonal skills with a focus on influence and partnership.
  • Extensive knowledge of banking and credit, along with a foundational understanding of investments, trusts, and wealth transfer.
  • A minimum of 7 years of successful experience managing relationships with high-net-worth clients or equivalent financial services experience.
  • Possession of Series 7, 63, and 65 (or Series 7 and 66) licenses is required; unlicensed candidates may be considered if willing to obtain licenses within a specified timeframe.

Preferred Qualifications:

  • MBA or advanced degree is preferred.
  • Professional designations such as CFP, CPA, CFA, CTFA, CFM, or JD are highly regarded.

Core Competencies:

  • Client-centric approach.
  • Relationship development and management.
  • Effective communication and rapport building.
  • Credit analysis expertise.
  • Advisory sales proficiency.
  • Problem-solving capabilities.
  • Knowledge of investment products and solutions.
  • Team leadership and management.
  • Influencing skills.
  • Ability to navigate client discussions.
  • Collaborative mindset.
  • Mentoring and coaching abilities.

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

Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America is an equal opportunity employer. We consider qualified candidates for employment without regard to race, religion, color, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law.

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