Private Client Advisor II

Min 12 yrs required

Full-time

No

Salary: $150,000 - $200,000 per year

Private Client Advisor II - Boston, Massachusetts

Salary Information:
• $150,000 - $200,000 per year

Job Title:
• Private Client Advisor II

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

Job Description:
• Responsible for new client acquisition, deepening client relationships, and retention of clients
• Leads the client management process and partners across the enterprise to provide a branded client experience
• Develops an in-depth understanding of clients’ needs and provides integrated recommendations
• Encourages use of digital capabilities and builds relationships with internal and external partners
• 12+ years of private banking/complex financial services experience or equivalent financial services/business experience required
• Must have Series 7, 63 and 65 (or Series 7 and 66) licenses or willing to obtain within 90 days of start date

Responsibilities:
• Leads the client management process and identifies new business development opportunities
• Sources new clients in alignment with established risk appetite
• Delivers a branded client experience and advocates for clients as a trusted advisor
• Develops an in-depth understanding of clients’ needs and encourages use of digital capabilities
• Builds relationships with internal and external partners and centers of influence

Required Skills:
• 12+ years of private banking/complex financial services experience or equivalent financial services/business experience
• Ability to present a holistic approach and leverage the entire Private Bank platform
• Strong interpersonal skills and ability to build relationships
• Proactive in seeking opportunities for client engagement and business growth
• Ability to influence and close business, with a strong sales and financial aptitude
• Skilled negotiator and ability to identify team specialists and collaborate closely with team members
• Takes on a leadership role within the team and business community

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 knowledge
• Client team management and collaboration
• Problem solving and advisory sales
• Transitioning client conversations and pipeline management

H1 and H2 Friendly Headings:
• Private Client Advisor II Opportunity at Bank of America
• Join Our Team: Private Client Advisor II in Boston, Massachusetts
• Responsible Growth and Inclusive Workplace: Bank of America's Mission
• Private Client Advisor II: Deepen Client Relationships and Drive Business Development
• Retention and Growth: Key Responsibilities of a Private Client Advisor II
• Required Skills and Licenses for Private Client Advisor II Role
• Desired Qualifications and Skills for Private Client Advisor II Role
• Skills Used in Private Client Advisor II Role: Business Development, Communication, and Problem Solving

Bold Headlines:
• Make a Difference as a Private Client Advisor II at Bank of America
• Join a Diverse and Inclusive Workplace: Private Client Advisor II Opportunity
• Drive Responsible Growth and Deepen Client Relationships as a Private Client Advisor II
• Lead the Client Management Process: Private Client Advisor II Role at Bank of America
• Invest in Your Career: Private Client Advisor II Opportunity in Boston, Massachusetts
• Retain and Grow Clients: Key Responsibilities of Private Client Advisor II
• Are You Ready to Take on a Leadership Role? Apply for Private Client Advisor II Position.

Not mentioned in the job description.

Competitive benefits package offered

Not mentioned in the job description.

Interpersonal skills, Leadership, Sales, Negotiation, Investment Products and Solutions, Consulting, Problem Solving, Advisory Sales, Active Listening, Collaboration, Transitioning client conversations

MBA or Post-Graduate Degree preferred. Licenses and certifications such as CFP, CPA, CFA, CTFA, CFM or JD are a plus.

Interested candidates should apply through the company's website.

Qualification and Experience 12+ years of private banking/complex financial services experience or equivalent financial services/business experience, 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

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