3 hours
2018-01-212018-02-20

Registered Analyst FP - Palo Alto, CA

Bank of America
Palo Alto, CA
  • Job Code
    bankofamerica-17076327PaloAltoCA
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Company Bank of America

Job Title Registered Analyst FP - Palo Alto, CA

Jobid bankofamerica-17076327PaloAltoCA

Location: Palo Alto, CA, 94301, USA

Description **Job Description:**



The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months.



Analyst Registered (Non-exempt)



+ Develop and maintain client profiles including analysis of present position and creation of balance sheet and net worth statement. Ensure risk profiles, goals, objectives and asset allocations are appropriate.

+ Utilize Investor Personality Analysis tool

+ Deliver full range of Goals -Based Wealth Management strategies and tools and leverage specialists as appropriate.

+ Partner with internal specialists (e.g., W M bankers, Retirement specialists, PBIG, Trust and Insurance experts) and external advisor's to deliver holistic goals-based financial solutions

+ Identify and establish target niche client segments and establish a strong reputation within those markets, as well as the designations to support the practice’s specialization

+ Prepare and present client reports/r reviews and measure progress to goals

+ Maintain and execute a well-developed and clear marketing plan



Specific Accountabilities:



+ Develop and service client segments and the next generations and beneficiaries.

+ Develop, profile, and qualify new prospective clients through practice client acquisition strategies

+ Organize client events, referral alliances, and targeted seminars with a focus on strategic networking, sourcing and introductions

+ Implement Goals-Based Wealth Management process utilizing current tools and technologies for clients and prospects.

+ Gather additional assets from existing client base and deepen relationships by partnering with all GWIM partners to deliver full breadth of solutions.

+ Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources.

+ Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation )

+ Provide marketing and organizational support. May support additional activities included in Good/Better/Best of OPM



**Requirements:**



+ Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses

+ All state licenses in support of FA or FA Team’s client base

+ All product licenses in support of FA or FA Team’s client base

+ Obtain and/or maintain at least one firm approved designation

+ Safe Act Registered



**Posting Date** : 11/14/2017



**Location** :

Palo Alto, CA, 3075B HANSEN WAY (CA5814),

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 37.5



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



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Registered Analyst FP - Palo Alto, CA

Bank of America
Palo Alto, CA

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Registered Analyst FP - Palo Alto, CA

Bank of America
Palo Alto, CA

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