Private Client Advisor

Min 12 yrs required

Full-time

No

Salary: Negotiable

Private Client Advisor Position at Bank of America in Westport, Connecticut - Apply Now!

H1: Private Client Advisor Position at Bank of America in Westport, Connecticut
H2: Job Description and Responsibilities

Private Client Advisor Position at Bank of America in Westport, Connecticut - Apply Now!

Bank of America is seeking a highly motivated and experienced Private Client Advisor to join their team in Westport, Connecticut. As a Private Client Advisor, you will be responsible for acquiring new clients, deepening client relationships, and building an internal and external network to achieve business development goals. This is a full-time position with a competitive salary and benefits package.

Job Title: Private Client Advisor
Company: Bank of America
Location: Westport, Connecticut
Salary: Negotiable
Travel: Yes, 10% of the time

Responsibilities:

- Lead the Client Management Process within the client team to identify new business development opportunities.
- Source new clients in alignment with the bank's established risk appetite.
- Deliver a Branded Client Experience by developing an in-depth understanding of clients’ needs and providing integrated recommendations.
- Encourage the use and adoption of digital capabilities to enhance the client and client team experience.
- Build relationships with internal and external partners and centers of influence.

Required Skills:

- 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience.
- Responsible for driving new business development for target client segment ($3MM++ investable assets).
- Present a holistic approach to clients, leveraging the entire Private Bank platform.
- Exceptional interpersonal skills and ability to influence.
- Skilled negotiator with a solutions-oriented mindset.
- Ability to work and identify the need for team specialists; collaborate closely with other team members.
- 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).

Desired Skills:

- MBA or Post-Graduate Degree preferred.
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus.

This position at Bank of America offers a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. The company is committed to being a diverse and inclusive workplace for everyone and offers competitive benefits to support the physical, emotional, and financial well-being of their employees and their families.

Join Bank of America and become a part of a team that is dedicated to responsible growth and making financial lives better through the power of every connection. Apply now and take the first step towards a fulfilling and rewarding career as a Private Client Advisor.

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

Business Development, Client Management, Client Solutions Advisory, Prospecting, Wealth Planning, Analytical Thinking, Oral Communications, Referral Management, Relationship Building, Risk Management, Active Listening, Attention to Detail, Collaboration, Decision Making, Loan Structuring

12+ years of private banking or complex financial services experience OR equivalent financial services/business experience, MBA or Post-Graduate Degree preferred, CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Apply online through company website.

Qualification and Experience 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience, MBA or Post-Graduate Degree preferred, CFP, CPA, CFA, CTFA, CFM or JD a significant plus

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