Attorney in Walnut Creek, CA

In-House

Walnut Creek, CA

Attorney in Walnut Creek, CA

Non-practicing Attorney

Min 12 yrs required

No

Salary: $150,000 - $200,000

Job Title: Private Client Advisor II
Experience: 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
Salary: $150,000 - $200,000
Job Location: Walnut Creek, California

**Members Only** is seeking a highly motivated and experienced Private Client Advisor II to join their team in Walnut Creek, California. This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. The successful candidate will be a leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client. This is a full-time position with a salary range of $150,000 - $200,000 per year.

Responsibilities:

- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence

Required Qualifications:

- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community

Desired Qualifications:

- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Skills:

- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring

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

Shift: 1st shift (United States of America)
Hours Per Week: 40

The successful candidate will have a high school diploma or equivalent and be licensed in Series 7, 63, and 65 (or Series 7 and 66). They will have at least 12 years of private banking and/or complex financial services experience, with the ability to drive new business development for a target client segment. The candidate should also have strong interpersonal skills and the ability to collaborate with team members and identify the need for specialists. A post-graduate degree and additional certifications such as CFP, CPA, CFA, CTFA, CFM or JD are desired qualifications.

At **Members Only**, we are committed to creating a diverse and inclusive workplace and providing opportunities for our employees to learn, grow, and make an impact. Our Private Client Advisor II will have the opportunity to work with a diverse client base and access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.

Join us and build a successful career with **Members Only**! Apply today.