Private Client Advisor II

Min 12 yrs required

Full-time

No

Salary: $150,000 - $200,000

Job Title: Private Client Advisor II

Experience: 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience

Department: Private Banking

Salary Information:

Salary range: $150,000 - $200,000
Bonuses and incentives may be offered based on performance

Responsibilities:

Acquire new clients and deepen relationships with existing clients
Build a strong network to achieve business development goals
Lead the Client Management Process and provide a Branded Client Experience
Understand clients' needs and provide integrated recommendations
Encourage use of digital capabilities for enhanced client experience
Develop relationships with internal and external partners
Remain updated on changes in the business environment and client needs
Advocate for clients and act as a trusted advisor
Collaborate with team members and identify the need for team specialists
Take on a leadership role within the team and business community
Ensure retention of clients

Required Skills:

12+ years of private banking or complex financial services experience OR equivalent financial services/business experience
Ability to drive new business development for target client segment with $3MM++ investable assets
Strong interpersonal skills and client-focused attitude
Ability to influence and close business
Solutions-oriented with sales and financial aptitude
Skilled negotiator
Ability to work and collaborate with team members
Series 7, 63, and 65 (or Series 7 and 66) required (may obtain licenses after start)

Desired Skills:

MBA or Post-Graduate Degree preferred
Certifications such as CFP, CPA, CFA, CTFA, CFM, or JD a plus

Shift:
1st shift (United States of America)

Hours Per Week:
40

Travel:
5% of the time

Company: Bank of America

Location: Forest Hills, New York

Job Type: Full-time

H1:
Private Client Advisor II at Bank of America in Forest Hills, New York

H2:
Join our team and make a difference in the financial lives of our clients!

Bullet Points:

- Seeking a highly experienced private banking professional with 12+ years of experience
- Responsible for driving new business development for clients with $3MM++ investable assets
- Advocates for clients and provides integrated recommendations for their wealth strategy
- Encourages use of digital capabilities for enhanced client experience
- Collaborates with internal and external partners to provide a Branded Client Experience
- Must have Series 7, 63, and 65 (or Series 7 and 66) licenses or willing to obtain within 90 days of start date
- MBA or Post-Graduate Degree preferred, certifications such as CFP, CPA, CFA, CTFA, CFM, or JD a plus
- Competitive salary range of $150,000 - $200,000 with potential bonuses and incentives based on performance
- Full-time position with 40 hours per week, occasional travel required
- Join a diverse and inclusive workplace that values employee well-being and offers competitive benefits

Competitive benefits package including medical, dental, and vision insurance, retirement plans, 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

Bachelor's degree in Finance or related field, MBA or Post-Graduate Degree preferred, CFP, CPA, CFA, CTFA, CFM or JD a significant plus.

Interested candidates can apply through the company's website or by submitting a resume and cover letter to the provided email address.

Qualification and Experience Bachelor's degree in Finance or related field, MBA or Post-Graduate Degree preferred

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