Job Details

Private Client Associate

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 1 yrs required

Location

Melville, NY

Date Last Verified

Jul 23,2017

Posted on

Mar 23,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Private Client Associate The candidate will Act as trusted advisor to, and an advocate for, clients and prospects; facilitate integrated recommendations that encompass multiple products and services as needed. Will prospect, network and develop new business opportunities. Develop in-depth understanding of clients’ needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Proactively leverage ideas, insight and relationships to generate new and incremental business for Bank of America Corporation. Effectively build and 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. Complete all local market and national training requirements. Meet Risk and Compliance requirements as outlined within the firms policies and procedures guide.

Qualification and Experience

The candidate should have Bachelor’s degree. Must have previous experience in outside sales, consulting or business development. Series 7, 63 and 65 (or Series 7 and 66) (Must obtain series 7 and 66 license within 120 days of start date.) is required. MBA or Post-Graduate Degree preferred. CFP, CPA, CFA, CTFA, CFM or JD a significant plus.

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