Resident Director - San Mateo, CA at Bank of America
Posted in Other 12 days ago.
Type: Full time
Location: San Mateo, California
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world.
Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America .
There is an immediate opening for a producing Resident Director in the San Mateo office. The office is a part of the Menlo Park Market lead by Market Executive, Michael Ronan and is part of the West Division.
The Resident Director performs a dual role, serving as both a Financial Advisor and a Leader. The ideal candidate should be a successful producer with leadership qualities based on personal relationships and a passion for developing and coaching Financial Advisors and Client Associates. He or she should be motivated to grow the office by leading our firm strategy through the Client Experience Standard, Optimal Practice Model, and Goals Based Wealth Management. The series 9/10 are not a prerequisite but must be achieved within 90 days of being placed in the role.
Annualized PCs 34,250,000
Annualized Revenue 53,484,000
FAs, PMDs & Trainees 40
San Mateo is a city in San Mateo County, California, located in the high-tech enclave of Silicon Valley in the San Francisco Bay Area. With a population of 97,207 as of the 2010 census, it is one of the larger suburbs on the San Francisco Peninsula, located between Burlingame to the north, Foster City and San Francisco Bay to the east, Belmont to the south, and Highlands-Baywood Park and Hillsborough to the west. The 2015 population was estimated to be 103,536. The economy of San Mateo would best be considered very diverse with jobs in the technology, health care, financial services, government, and retail trade fields being among the most numerous. Companies based in San Mateo include Franklin Templeton Investments, Roblox, Fisher Investments, SolarCity, Solstice, Sony Interactive Entertainment, Marketo, GoPro, and NetSuite.
Interested candidates should have their Director/Managing Director contact Michael Ronan at 650-473-7801.
1st shift (United States of America)
Hours Per Week: