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Business Overview:
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Role Overview:
The Private Client Associate role is part of a developmental program aimed to equip participants with foundational skills and knowledge to deliver the full array of U.S. Trust capabilities and services to clients with complex financial needs. While completing the development activities as prescribed by the Private Client Associate Development Program, incumbents will be expected to attract new clients to the firm. Associates spend 50% of the time learning and the remaining 50% focused on business development. After 18 months, expectations are that incumbents will be promoted into the role of a Private Client Advisor. This position may be subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to...
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Business Overview:
U.S. Trust, Bank of America Private Wealth Man'.]
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