Private Client Advisor II

Min 12 yrs required

Full-time

No

Summary:
Bank of America is seeking a Private Client Advisor II in Ontario, California to drive new client acquisition, deepen client relationships, and retain clients. This individual will be responsible for developing an in-depth understanding of clients' needs and preferences, providing integrated recommendations, and advocating for clients as their trusted advisor. The role requires 12+ years of private banking or complex financial services experience, or equivalent bachelor's degree, and Series 7, 63, and 65 (or 7 and 66) licenses. The ideal candidate will also have an MBA or post-graduate degree and additional certifications such as CFP, CPA, CFA, CTFA, CFM, or JD.

Salary Information:
• $120,000 - $150,000 annually (based on experience and qualifications)
• Competitive benefits package including health, dental, and vision insurance, 401(k) with company match, and paid time off

Job Title:
Private Client Advisor II

Experience:
• 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree

Responsibilities:
• Lead the client management process (CMP) within the client team to identify new business development opportunities
• Source new clients in alignment with established risk appetite
• Deliver meaningful interactions and a branded client experience (BCE)
• Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy
• Advocate for clients and prospects as their trusted advisor
• Encourage use and adoption of digital capabilities
• Build relationships with internal and external partners and centers of influence

Skills Used in this Role:
• Business development and prospecting
• Oral communication and active listening
• Investment products and solutions knowledge
• Client team management and collaboration
• Influencing and consulting
• Problem solving and pipeline management
• Advisory sales and transitioning client conversations

Shift and Hours:
• 1st shift (United States of America)
• 40 hours per week

Travel:
• 5% of the time

Company:
Bank of America

Department:
Private Bank

Location:
Ontario, California

Job Type:
Full-time

H1 and H2 Friendly Headings:
H1: Private Client Advisor II at Bank of America in Ontario, California
H2: Join Our Team as a Private Client Advisor II

Bold Headlines:
- Drive New Client Acquisition and Deepen Client Relationships
- Advocate for Clients as a Trusted Advisor
- Competitive Salary and Benefits Package
- 12+ Years of Experience or Equivalent Bachelor's Degree Required
- Series 7, 63, and 65 (or 7 and 66) Licenses Needed
- MBA or Post-Graduate Degree Preferred
- Opportunity for Growth and Impact at Bank of America

Not specified

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

Not specified

Business Development, Prospecting, Qualification, Oral Communication, Investment Products and Solutions, Client Team Management, Influencing, Consulting, Problem Solving, Advisory Sales, Pipeline Management, Active Listening, Collaboration, Transitioning Client Conversations

Bachelor's degree in finance or related field OR 12+ years of private banking or complex financial services experience

Interested candidates can apply online through the company's website

Qualification and Experience Bachelor's degree in finance or related field OR 12+ years of private banking or complex financial services experience

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