15 hours
2018-05-202018-06-19

Resident Director - San Mateo, CA

Bank of America
San Mateo, CA
  • Job Code
    bankofamerica-18001415SanMateoCA
Advertisement
Company Bank of America

Job Title Resident Director - San Mateo, CA

Jobid bankofamerica-18001415SanMateoCA

Location: San Mateo, CA, 94403, USA

Description **Job Description:**



Business Overview



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



Cas 18



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.



**Posting Date** : 01/09/2018



**Location** :

San Mateo, CA, 101 S ELLSWORTH AVE (CA5818),

- United States



**Travel** : No



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



**Hours Per Week** : 40



**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.



Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Resident Director - San Mateo, CA

Bank of America
San Mateo, CA

Share this job

Resident Director - San Mateo, CA

Bank of America
San Mateo, CA

Separate email addresses with commas

Enter valid email address for sender.

Join us to start saving your Favorite Jobs!

Sign In Create Account
th -
Overall Rating: /199
Median Salary:

Work Environment
Stress
Growth
Powered ByCareerCast