Private Client Advisor II

Min 12 yrs required

Full-time

No

Private Client Advisor II - Bank of America - Full Time - 40 Hours per week

Bank of America is seeking a Private Client Advisor II to join their team and drive Responsible Growth through new client acquisition and deepening client relationships. This role requires 12+ years of private banking or complex financial services experience or a bachelor's degree, and the ability to obtain Series 7, 63, and 65 (or Series 7 and 66) licenses within 90 days of start date. The ideal candidate will also have an MBA or post-graduate degree, as well as additional licenses such as CFP, CPA, CFA, CTFA, CFM, or JD.

H1: Private Client Advisor II at Bank of America - Full Time - 40 Hours per week
H2: Join our team and drive Responsible Growth as a Private Client Advisor II

Responsibilities:
• Lead the client management process (CMP) to identify new business development opportunities and source new clients
• Deliver a branded client experience (BCE) by understanding clients' needs and providing integrated recommendations
• Build relationships with internal and external partners and centers of influence
• Advocate for clients and prospects as their trusted advisor

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

Shift: 1st shift (United States of America)
Hours Per Week: 40
Travel: Yes, 10% of the time

Salary Information:
• Based on experience and qualifications
• Competitive benefits package offered to support physical, emotional, and financial well-being
• Opportunities for learning, growth, and making an impact

Experience Information:
• 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
• MBA or Post-Graduate Degree preferred
• Additional licenses such as CFP, CPA, CFA, CTFA, CFM, or JD a significant plus

Company:
• Bank of America
• A diverse and inclusive workplace for everyone
• Committed to being a great place to work for teammates around the world
• Invests heavily in teammates and their families through competitive benefits

Department:
• Private Bank
• Partners with other departments within the enterprise to provide a branded client experience (BCE)
• Responsible for driving new business development for target client segment

SEO-friendly Job Title:
Private Client Advisor II at Bank of America - Full Time - 40 Hours per week

Bullet Points:
• Drive Responsible Growth as a Private Client Advisor II at Bank of America
• Source new clients and deepen client relationships through the client management process (CMP)
• Advocate for clients and provide integrated recommendations for their wealth strategy
• Build relationships with internal and external partners and centers of influence
• Series 7, 63 and 65 (or Series 7 and 66) licenses required (may gain licenses after start)
• MBA or Post-Graduate Degree preferred, additional licenses such as CFP, CPA, CFA, CTFA, CFM, or JD a plus
• Competitive salary and benefits package offered
• Opportunities for learning, growth, and making an impact
• Private Bank department partners with other departments to provide a branded client experience (BCE)
• 10% travel required

Bold Headlines:
• Join Our Team and Drive Responsible Growth as a Private Client Advisor II at Bank of America
• Build Relationships and Advocate for Clients as a Private Client Advisor II
• Competitive Salary and Benefits Package Offered at Bank of America
• Opportunities for Learning, Growth, and Making an Impact at Bank of America
• Private Bank Partners with Other Departments to Provide a Branded Client Experience (BCE)

Not applicable

Competitive benefits package including health, dental, and vision insurance, retirement plan, 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 or equivalent experience in private banking or financial services

Apply online through the company's website

Qualification and Experience Bachelor's degree in a related field or equivalent experience in private banking or financial services

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