Private Client Advisor- Executive Coverage

Min 7 yrs required

Full-time

No

Salary: $100,000-$150,000
Location: Charlotte, North Carolina

Private Client Advisor- Executive Coverage

Bank of America is seeking a Private Client Advisor for their Executive Coverage team in Charlotte, North Carolina. This role is responsible for providing exceptional client service and coverage to Bank of America Executives, with a focus on deepening client relationships and achieving business development goals. This position requires a minimum of 7 years of private banking or complex financial services experience, or a Bachelor's degree. The ideal candidate will have a strong knowledge of investments, trust and wealth transfer, banking, and credit, and must possess exceptional interpersonal skills and the ability to influence and close business deals. The role also requires the Series 7, 63, and 65 (or Series 7 and 66) licenses, or the willingness to obtain them within 90 days of starting. The salary for this position ranges from $100,000 to $150,000, with 10% travel required.

Key Responsibilities:
• Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy
• Lead the client management process to provide exceptional service and deepen relationships
• Advocate for clients and provide integrated recommendations for wealth structuring, credit facilities, and asset management
• Encourage the use of digital capabilities to enhance the client experience
• Build relationships with internal and external partners and centers of influence
• Source new Bank of America Executive clients in alignment with risk appetite
• Mentor other team members and partners on more complex relationships

Qualifications:
• 7+ years of private banking or complex financial services experience OR a Bachelor's degree
• Strong knowledge of investments, trust and wealth transfer, banking, and credit
• Excellent interpersonal skills and ability to influence and close business deals
• Series 7, 63, and 65 (or Series 7 and 66) licenses required
• MBA or Post-Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM, or JD a plus

Skills Used:
• Business development and prospecting
• Oral communication and active listening
• Investment products and solutions
• Client team management and collaboration
• Problem solving and advisory sales
• Mentoring and transitioning client conversations

Working at Bank of America offers a great career with opportunities to learn, grow, and make an impact. The company values diversity and inclusivity and offers competitive benefits to support the well-being of its employees and their families. This role also offers flexibility depending on the various roles in the organization. Join Bank of America and be a part of driving Responsible Growth and making a difference in the financial lives of clients.

Not specified

Competitive benefits package including health, dental, and vision insurance, retirement plans, and paid time off

Not specified

Client Service, Business Development, Relationship Management, Wealth Structuring, Credit Facilities, Banking, Asset Management, Digital Capabilities, Leadership, Sales, Negotiation, Collaboration, Mentoring, Series 7, 63, 65/66, CFP, CPA, CFA, CTFA, CFM, JD

Bachelor's degree or higher

Apply online through Bank of America's career website

Qualification and Experience Bachelor's degree or 7+ years of experience in private banking or complex financial services

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