Private Client Advisor II

Min 12 yrs required

Full-time

No

Private Client Advisor II - Job Description

Salary: Competitive, based on experience and qualifications
Job Title: Private Client Advisor II
Experience: 12+ years of private banking or complex financial services experience OR a minimum equivalent of a bachelor's degree

At Bank of America, we strive to make financial lives better through the power of every connection. Responsible Growth is at the core of our company values, and we are committed to creating a diverse and inclusive workplace for all. As a Private Client Advisor II, you will be a key player in driving Responsible Growth by acquiring new clients, deepening relationships, and delivering a branded client experience.

As a Private Client Advisor, you will lead the client management process to identify new business opportunities and source new clients in alignment with our risk appetite. You will also develop an in-depth understanding of clients' needs and provide integrated recommendations to meet their wealth management needs. Additionally, you will collaborate with internal and external partners to deliver a holistic approach and encourage the use of digital capabilities for a seamless client experience.

Required Skills:
• 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
• Proven track record in driving new business development for target client segment ($3MM++ investable assets)
• Strong interpersonal skills and ability to build relationships with clients and partners
• Ability to influence and close business deals
• Solutions-oriented with sales and financial aptitude
• Skilled negotiator and team player
• Leadership skills and ability to collaborate with team members
• 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
• Certifications such as CFP, CPA, CFA, CTFA, CFM or JD a plus

In this role, you will use the following skills:
• Business development
• Prospecting and qualification
• Oral communication
• Investment products and solutions
• Client team management
• Influencing
• Consulting
• Problem solving
• Advisory sales
• Pipeline management
• Active listening
• Collaboration
• Transitioning client conversations

Join us at Bank of America and build a successful career with opportunities to learn, grow, and make an impact. Apply now!

Competitive benefits package including health, dental, and vision insurance, retirement savings options, and work-life balance programs.

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 or equivalent experience in private banking or complex financial services. MBA or post-graduate degree preferred.

Interested candidates can apply through the Bank of America careers website.

Qualification and Experience Bachelor's degree or equivalent experience in private banking or complex financial services. MBA or post-graduate degree preferred. Series 7, 63 and 65 (or Series 7 and 66) licenses required, or willingness to obtain within 90 days of start date. CFP, CPA, CFA, CTFA, CFM or JD a significant plus.

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