Private Client Advisor II

Min 12 yrs required

Full-time

No

Salary:
$150,000 - $250,000

Private Client Advisor II - Providence, Rhode Island

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

Salary: $150,000 - $250,000 per year

Job Title: Private Client Advisor II

Job Location: Providence, Rhode Island

Job Type: Full-time

Job Description:

At Bank of America, we are committed to making financial lives better for our clients through the power of every connection. As part of our Responsible Growth strategy, we strive to create a diverse and inclusive workplace for our employees. We value their unique backgrounds and experiences and invest in their well-being through competitive benefits.

We are currently seeking a Private Client Advisor II to join our team in Providence, Rhode Island. This role is responsible for acquiring new clients, deepening client relationships, and providing a Branded Client Experience by leveraging the full range of Private Bank and bank capabilities and services. The ideal candidate will have 12+ years of private banking or complex financial services experience or equivalent business experience.

Responsibilities:

- Lead the Client Management Process to identify new business opportunities
- Source new clients in alignment with the bank's risk appetite
- Deliver a Branded Client Experience by understanding clients' needs and providing integrated recommendations
- Encourage the use of digital capabilities to enhance the client 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
- Drive new business development for target client segment with $3MM++ investable assets
- Strong interpersonal skills and high touch, client-focused approach
- Ability to influence and close business
- Solutions-oriented with sales and financial aptitude
- Skilled negotiator
- Collaborative and able to identify the need for team specialists
- Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start)

Desired Skills:

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

Skills:

- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring

Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Travel: Yes, 5% of the time

Salary: $150,000 - $250,000 per year

Join us at Bank of America and take your career to the next level. We offer a dynamic and inclusive work environment, opportunities for growth and development, and the chance to make a difference for our clients. Apply now!

Not specified

Competitive benefits package

Not specified

Business Development, Client Management, Prospecting, Wealth Planning, Analytical Thinking, Oral Communications, Referral Management, Relationship Building, Risk Management, Active Listening, Attention to Detail, Collaboration, Decision Making, Loan Structuring

High School Diploma / GED / Secondary School or equivalent, MBA or Post-Graduate Degree preferred, CFP, CPA, CFA, CTFA, CFM or JD a significant plus.

Interested candidates can apply online through the company's website or through a job search engine.

Qualification and Experience High School Diploma/GED/Secondary School or equivalent, 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

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