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In-House
Rochester, NY, United States
Private Client Advisor II
Attorney
Company Review
Min 12 yrs required
Full-time
No
Location: United States of America Salary Information: • Salary will be competitive and commensurate with experience and qualifications • Additional benefits and bonuses may be offered based on performance Job Title: Private Client Advisor II Experience Information: • 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree • MBA or Post-Graduate Degree preferred • CFP, CPA, CFA, CTFA, CFM or JD a significant plus Responsibilities: • Lead new client acquisition and deepen client relationships • Build internal and external network to drive business development goals • Utilize client management process to provide branded client experience and access to full range of services • Retain clients by understanding their needs and offering integrated recommendations • Promote use of digital capabilities for enhanced client experience • Develop relationships with partners and centers of influence • Act as trusted advisor for clients and prospects • Close business and identify need for team specialists • Take on leadership role within team and business community Required Skills: • 12+ years of experience in private banking or complex financial services OR minimal equivalent of a bachelor degree • Ability to drive new business development for target client segment • Strong interpersonal skills and ability to provide high-touch, client-focused service • Ability to influence and close business • Solutions-oriented with sales and financial aptitude • Skilled negotiator and team collaborator • Holds Series 7, 63 and 65 (or Series 7 and 66) licenses or willing to obtain within 90 days of start date 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: 10% Location: United States of America Private Client Advisor II - Join a Leading Financial Institution • Bank of America is dedicated to helping make financial lives better through connections with clients • Responsible Growth is the driving principle for the company • Emphasis on diversity and inclusivity in the workplace • Competitive benefits offered to support physical, emotional, and financial well-being of employees and their families • Flexible work options available for different roles within the organization • Opportunities for learning, growth, and making a difference • Seeking a Private Client Advisor II to join the team Responsibilities: • Lead new client acquisition and deepen client relationships • Build internal and external network to drive business development goals • Utilize client management process to provide branded client experience and access to full range of services • Retain clients by understanding their needs and offering integrated recommendations • Promote use of digital capabilities for enhanced client experience • Develop relationships with partners and centers of influence • Act as trusted advisor for clients and prospects • Close business and identify need for team specialists • Take on leadership role within team and business community Required Skills: • 12+ years of experience in private banking or complex financial services OR minimal equivalent of a bachelor degree • Ability to drive new business development for target client segment • Strong interpersonal skills and ability to provide high-touch, client-focused service • Ability to influence and close business • Solutions-oriented with sales and financial aptitude • Skilled negotiator and team collaborator • Holds Series 7, 63 and 65 (or Series 7 and 66) licenses or willing to obtain within 90 days of start date Desired Skills: • MBA or Post-Graduate Degree preferred • Certifications such as CFP, CPA, CFA, CTFA, CFM, or JD a plus Salary Information: • Competitive salary based on experience and qualifications • Additional benefits and bonuses may be offered based on performance Experience Information: • 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree • MBA or Post-Graduate Degree preferred • CFP, CPA, CFA, CTFA, CFM or JD a significant plus Job Title: Private Client Advisor II Join the team at Bank of America as a Private Client Advisor II and drive new business development, deepen client relationships, and provide a branded client experience. Retain clients by understanding their needs and offering integrated recommendations. Take on a leadership role within the team and business community. Key Responsibilities: • Lead new client acquisition and deepen client relationships • Build internal and external network to drive business development goals • Utilize client management process to provide branded client experience and access to full range of services • Retain clients by understanding their needs and offering integrated recommendations • Promote use of digital capabilities for enhanced client experience • Develop relationships with partners and centers of influence • Act as trusted advisor for clients and prospects • Close business and identify need for team specialists • Take on leadership role within team and business community Required Skills: • 12+ years of experience in private banking or complex financial services OR minimal equivalent of a bachelor degree • Ability to drive new business development for target client segment • Strong interpersonal skills and ability to provide high-touch, client-focused service • Ability to influence and close business • Solutions-oriented with sales and financial aptitude • Skilled negotiator and team collaborator • Holds Series 7, 63 and 65 (or Series 7 and 66) licenses or willing to obtain within 90 days of start date Desired Skills: • MBA or Post-Graduate Degree preferred • Certifications such as CFP, CPA, CFA, CTFA, CFM, or JD a plus Experience Information: • 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree • MBA or Post-Graduate Degree preferred • CFP
Not specified
Competitive benefits package including medical, dental, vision, 401(k), paid time off, and more.
Business Development, Client Relationship Management, Wealth Management, Digital Capabilities, Sales, Financial Aptitude, Negotiation, Leadership, Series 7, Series 63, Series 65/66, MBA, CFP, CPA, CFA, CTFA, CFM, JD
Bachelor's degree or equivalent experience. MBA or post-graduate degree preferred.
Apply through the company's website or job posting.
Qualification and Experience Bachelor's degree or equivalent experience
Legal
USD 12000 Annually
Apr 16, 2024
Jul 30, 2024
Qualification and ExperienceBachelor's degree or equivalent experience
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