Private Client Advisor II

Min 12 yrs required

Full-time

No

At Bank of America, we value diversity and inclusion and believe that it builds trust, fosters innovation and helps us better serve our clients. We strive to continuously improve our workplace culture and strengthen our teams to better serve our clients. We welcome all qualified applicants to apply, including individuals with disabilities and veterans.

Job Title: Private Client Advisor II
Location: Portland, Oregon; Salt Lake City, Utah
Salary: 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
Experience: 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
Job Type: Full-time
Company: Bank of America
Department: Private Bank
Industry: Financial Services

Introduction:

Bank of America is a global financial institution focused on helping individuals and businesses achieve their financial goals. We are committed to responsible growth, diversity and inclusion, and providing our employees with a supportive and flexible work environment.

Job Summary:

The Private Client Advisor II is responsible for acquiring new clients, deepening existing client relationships, and building a network to drive business development. This role leads the client management process and partners with various teams to provide a branded client experience and access to a full range of services. Retention of clients is also a critical aspect of this role.

Responsibilities:

• Identify new business opportunities and source new clients
• Develop a deep understanding of clients' needs and provide integrated recommendations
• Encourage the use of digital capabilities to enhance the client experience
• Build relationships with internal and external partners
• Advocate for clients and act as a trusted advisor
• Lead and manage client team
• Proactively engage with clients to identify opportunities
• Collaborate with team members and specialists to provide comprehensive solutions
• Maintain knowledge of investment products and solutions
• Utilize strong sales and negotiation skills
• Possess a strong understanding of financial services and the ability to identify and solve problems
• Take on a leadership role within the team and business community
• Obtain necessary licenses (Series 7, 63 and 65 or Series 7 and 66) within 90 days of start date (unlicensed candidates may be considered)

Requirements:

• 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
• Strong business development skills
• Ability to present a holistic approach to clients
• Exceptional interpersonal skills
• Proactive and client-focused mindset
• Ability to influence and close business deals
• Solutions-oriented with sales and financial aptitude
• Skilled negotiator
• Ability to work collaboratively and identify the need for team specialists
• Leadership skills within the team and business community
• Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)
• MBA or Post-Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Skills Used:

• Business development
• Prospecting and qualification
• Oral communication
• Investment products and solutions
• Client team management
• Influencing
• Consulting
• Problem solving
• Advisory sales
• Pipeline management
• Active listening
• Collaboration
• Transitioning client conversations

Schedule:

1st shift (United States of America)
40 hours per week
Travel: Yes, 5% of the time

Apply Now:

Join Bank of America and build a successful career with opportunities for growth, learning, and making a difference. As a Private Client Advisor II, you will have the opportunity to work with a diverse team and help clients achieve their financial goals. We welcome all qualified applicants, including individuals with disabilities and veterans.

Not specified

Competitive benefits package, including healthcare, retirement plans, and wellness programs.

Not specified

Business Development, Client Relationship Management, Sales, Financial Aptitude, Negotiation, Leadership, Series 7, Series 63, Series 65, Series 66, CFP, CPA, CFA, CTFA, CFM, JD, Communication, Investment Products, Consulting, Problem Solving, Active Listening, Collaboration, Pipeline Management, Transitioning Client Conversations

Bachelor's degree required, MBA or post-graduate degree preferred.

Interested candidates can apply through the company's website or through a job search engine.

Qualification and Experience Minimum of 12 years experience in private banking or complex financial services OR a bachelor's degree. MBA or post-graduate degree preferred. Series 7, 63, and 65 (or 66) licenses required.

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