Executive Wealth Advisor

CFA Institute; San Francisco (CA); On-site; USD 225,000 - 298,000; Full time

Job summary

Bank of America offers Executive Wealth Services focused on strengthening relationships with corporate executives by delivering best-in-class service and Branded Client Experiences across the Private Bank and Bank of America capabilities.

The role emphasizes deep client understanding, leadership in client management, and collaboration with partners to tailor wealth structuring, credit facilities, and asset management solutions, with SAFE Act registration requirements for mortgage-related

Qualifications

• MBA or Post-Graduate Degree preferred for senior client advisory roles.
• CFP, CPA, CFA, CTFA, CFM or JD credential a significant plus.

Responsibilities

• Develops an in-depth understanding of clients' needs and wealth strategy.
• Leads the Client Management Process to provide exceptional service and branded experience.
• Advocates for clients with integrated wealth solutions including banking and asset management.
• Encourages use of digital capabilities to enhance client/team experience.
• Builds relationships with internal and external partners.

Skills

Client Management

Wealth Planning

Relationship Building

Oral Communications

Attention to Detail

Negotiation

Leadership

Sales Aptitude

Team Collaboration

Communication

Decision Making

Education

MBA or Post-Graduate Degree

CFP CPA CFA CTFA CFM or JD a significant plus

High School Diploma / GED / Secondary School or equivalent

Tools

CRM Software

Microsoft Office

Job description

Bank of America offers Executive Wealth Services focused on strengthening relationships with corporate executives by delivering best-in-class service and Branded Client Experiences across the Private Bank and Bank of America capabilities.

The role emphasizes deep client understanding, leadership in client management, and collaboration with partners to tailor wealth structuring, credit facilities, and asset management solutions, with SAFE Act registration requirements for mortgage-related