Private Client Advisor II

Min 12 yrs required

Full-time

No

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

Bullet Points:

• Private Client Advisor II role at Bank of America in San Francisco, California
• Responsible for new client acquisition, deepening client relationships, and building a network for business development
• Leads the client management process and provides a branded client experience
• Requires 12+ years of private banking or financial services experience or a bachelor's degree
• Must have Series 7, 63, and 65 (or Series 7 and 66) licenses or be willing to obtain them within 90 days
• MBA or Post-Graduate Degree preferred
• Salary range of $150,000 - $200,000 per year
• Full-time, 40 hours per week with potential for 5% travel

SEO Friendly Job Title: Private Client Advisor II - Bank of America - San Francisco, CA

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H2: Join Our Team and Make a Difference as a Private Client Advisor II in San Francisco, CA

Private Client Advisor II - Bank of America: A Great Place to Work, Grow, and Make an Impact

Bold Headlines:

- Drive Responsible Growth as a Private Client Advisor II at Bank of America
- Join Our Diverse and Inclusive Workplace and Make a Difference for Clients
- Be a Leader in Business Development and Client Relationships as a Private Client Advisor II
- Build Your Career and Make an Impact with Competitive Benefits at Bank of America
- Collaborate with a Dynamic Team and Access the Full Array of Private Bank Capabilities
- Retain and Advocate for Clients as Their Trusted Advisor in Wealth Management
- Develop In-Depth Understanding of Clients' Needs and Preferences to Provide Integrated Recommendations
- Utilize Digital Capabilities to Enhance Client Experience and Engagement
- Be a Skilled Negotiator and Influencer in Driving Business and Closing Deals
- Take on a Leadership Role in the Team and Business Community as a Private Client Advisor II
- Grow Your Skills and Knowledge with Opportunities for Learning and Development at Bank of America

Salary Information:

- Salary range of $150,000 - $200,000 per year
- Competitive benefits package to support physical, emotional, and financial well-being
- Opportunities for learning, growth, and career development at Bank of America
- Potential for 5% travel in this role

Job Title and Experience Information:

- Private Client Advisor II role at Bank of America in San Francisco, California
- Requires 12+ years of private banking or financial services experience or a bachelor's degree
- Must have Series 7, 63, and 65 (or Series 7 and 66) licenses or be willing to obtain them within 90 days
- MBA or Post-Graduate Degree preferred

Department Information:

- Private Bank and Bank of America capabilities and services
- Multi-faceted approach for flexibility in the organization

Apply Now:

- Join our team and make an impact as a Private Client Advisor II at Bank of America
- Apply now for this full-time role with potential for 5% travel
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
- Travel: Yes, 5% of the time

About Bank of America:

- Guided by a common purpose to help make financial lives better through the power of every connection
- Devoted to being a diverse and inclusive workplace for everyone
- Invests heavily in teammates and their families by offering competitive benefits to support their well-being
- Committed to responsible growth and being a great place to work for teammates around the world
- Recognized as a leader in business and financial services, with opportunities for learning and growth for employees

Not specified

Competitive benefits package including health, dental, and vision insurance, retirement plans, and more

Not specified

Client management, New client acquisition, Relationship building, Risk management, Wealth structuring, Credit facilities, Asset management, Digital capabilities, Interpersonal skills, Leadership, Negotiation, Sales, Financial aptitude, Team collaboration, Series 7, 63, 65 (or 66), MBA or Post-Graduate Degree, CFP, CPA, CFA, CTFA, CFM, JD, 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 degree or higher

Apply online through the company's website

Qualification and Experience Bachelor degree (minimal equivalent) or 12+ years of private banking or complex financial services experience

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