Private Client Advisor II

Private Client Advisor IINashville, TennesseeTo proceed with your application, you must be at least 18 years of age. AcknowledgeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join usThe job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:Leads the Client Process Management Process within the client team to identify new business development opportunitiesSources new clients in alignment with the bank's established risk appetiteLeads the client team to deliver meaningful interactions and a Branded Client ExperienceDevelops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needsAdvocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset managementEncourages use and adoption of digital capabilities to enhance the client and client team experienceBuilds relationships with internal and external partners and centers of influenceRequired Skills:12+ years of private banking or complex financial services experience OR equivalent financial services/business experienceResponsible for driving new business development for target client segment ($3MM++ investable assets)Present to clients a holistic approach, leveraging the entire Private Bank platformA high touch, client-focused individual with exceptional interpersonal skillsA leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the clientAbility to influence; proactively asks for and closes businessSolutions oriented; sales and financial aptitude a mustMust be a skilled negotiatorAbility to work and identify the need for team specialists; collaborate closely with other team membersTakes on a leadership role on the team and within the business communitySeries 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 preferredCFP, CPA, CFA, CTFA, CFM or JD a significant plusAdditional Skills Used in this Role:Business DevelopmentProspecting and QualificationOral CommunicationInvestment Products and SolutionsClient Team ManagementInfluencingConsultingProblem SolvingAdvisory SalesPipeline ManagementActive ListeningCollaborationTransitioning Client ConversationsMinimum Education Requirement:High School Diploma / GED / Secondary School or equivalentShift:1st Shift (United States of America)Hours Per Week:40Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.