Private Client Advisor- Executive Coverage

Min 7 yrs required

Full-time

No

SEO friendly job title: Private Client Advisor - Executive Coverage
H1 heading: Join Bank of America as a Private Client Advisor
H2 heading: Build Relationships and Drive Business Development for Bank Executives
Bold headline: Exceptional Opportunity for Experienced Financial Professionals

Job Description:
- Responsible for providing exceptional client service and coverage to Bank of America Executives
- Deepen client relationships and achieve business development goals
- Lead the client management process and partner with other departments to provide a branded client experience
- Use digital capabilities to enhance client and team experience
- Source new Bank of America Executive clients and mentor other team members
- Must be registered with the federal registry system and pass background check and registration process

Responsibilities:
- Develop an understanding of clients' needs and preferences
- Lead the client management process to deepen relationships and provide a branded client experience
- Act as a trusted advisor and provide integrated recommendations
- Encourage use of digital capabilities
- Build relationships with internal and external partners
- Source new Bank of America Executive clients
- Mentor team members

Required Skills:
- 7+ years of private banking or complex financial services experience
- In-depth knowledge of investments, trust and wealth transfer, banking, or credit
- Exceptional interpersonal skills
- Ability to influence and close business
- Solutions-oriented with sales and financial aptitude
- Skilled negotiator
- Ability to work with team specialists and collaborate closely with team members
- Takes on a leadership role 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)

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

Skills Used in this Role:
- Business development and prospecting
- Oral communication and active listening
- Investment products and solutions
- Client team management and collaboration
- Influencing and consulting
- Problem solving and advisory sales
- Transitioning client conversations and mentoring

Shift: 1st shift (United States of America)
Hours Per Week: 40

Benefits:
- Competitive benefits package to support physical, emotional, and financial well-being
- Opportunities for growth and impact
- Flexibility in work arrangements

Company Description:
- Bank of America is committed to responsible growth and creating a diverse and inclusive workplace
- Invests in employees and their families through benefits and development opportunities
- Uses a multi-faceted approach for flexibility in work arrangements

Location: Charlotte, North Carolina

Salary: Salary information not provided in the original text. Please refer to the company's website or job listing for salary information.

Job Title: Private Client Advisor - Executive Coverage

Experience:
- 7+ years of private banking or complex financial services experience OR minimal equivalent of a Bachelor’s degree
- Must be registered with the federal registry system and pass background check and registration process
- 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

Not specified

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

Not specified

Client Service, Relationship Management, Business Development, Financial Planning, Investment Products, Sales, Communication, Problem Solving, Consulting, Mentoring

Bachelor's degree, MBA or Post-Graduate Degree preferred

Interested candidates can apply through the Bank of America careers website or through a job search engine.

Qualification and Experience Bachelor's degree, MBA or Post-Graduate Degree preferred

Legal