Private Client Advisor II
3 weeks ago
Job Title: Private Client Advisor II
Job Summary:
We are seeking a highly skilled Private Client Advisor II to join our team at Bank of America. As a Private Client Advisor II, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.
Key Responsibilities:
- Lead the Client Management Process and partner across the enterprise to provide a Branded Client Experience.
- Source new clients in alignment with the bank's established risk appetite.
- Develop an in-depth understanding of clients' needs, preferences, and overall wealth strategy.
- Advocate for clients and prospects as their trusted advisor, providing integrated recommendations.
Requirements:
- 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience.
- Series 7, 63 and 65 (or Series 7 and 66) required.
What We Offer:
At Bank of America, we are committed to creating a workplace that is inclusive, diverse, and supportive of our teammates' well-being. We offer a competitive benefits package, opportunities for growth and development, and a collaborative work environment.
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