Private Client Advisor II

Min 12 yrs required

Full-time

No

Private Client Advisor II - Melville, New York

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

Job Title:
Private Client Advisor II

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

Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through the power of every connection. As a Private Client Advisor II, you will play a key role in acquiring new clients, deepening client relationships, and providing a Branded Client Experience. In this role, you will have the opportunity to work with a diverse range of clients and collaborate with internal and external partners to meet their specific needs. We are looking for a high touch, client-focused individual with exceptional interpersonal skills and a passion for delivering excellent service.

Key Responsibilities:

- Lead the Client Management Process within the client team to identify new business development opportunities
- Source new clients in alignment with the bank's established risk appetite
- Deliver a meaningful and Branded Client Experience by understanding clients’ needs and providing integrated recommendations
- Utilize digital capabilities to enhance the client and team experience
- Build relationships with internal and external partners and centers of influence

Required Skills:

- 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience
- Proven track record of driving new business development for target client segment ($3MM++ investable assets)
- Strong presentation skills and ability to present a holistic approach to clients
- Exceptional interpersonal skills and ability to build strong relationships
- Proactive and solutions-oriented mindset with strong sales and financial aptitude
- Ability to work collaboratively and identify the need for team specialists
- 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

As a Private Client Advisor II at Bank of America, you will have the opportunity to make a difference in the lives of our clients and grow your career with a leading financial institution. Join us and be a part of a diverse and inclusive workplace where we value and invest in our employees' physical, emotional, and financial well-being. Apply now to start your journey with us.

Not specified

Competitive benefits package including physical, emotional, and financial well-being support

Not specified

Analytical Thinking, Oral Communications, Active Listening, Attention to Detail, Collaboration, Decision Making

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

Interested candidates can apply through the company's website or contact the company's HR department for further instructions.

Qualification and Experience 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience, MBA or Post-Graduate Degree preferred, CFP, CPA, CFA, CTFA, CFM or JD a significant plus, 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)

Legal