Private Client Advisor II

19 hours ago


Los Angeles, California, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. As a Private Client Advisor II, you will play a key role in building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and guidance to help them achieve their objectives.

Key Responsibilities:

  • Lead the Client Management Process to identify new business development opportunities
  • 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
  • Encourage use and adoption of digital capabilities to enhance the client experience

Requirements:

  • 12+ years of private banking or complex financial services experience
  • Responsible for driving new business development for target client segment ($3MM++ investable assets)
  • Series 7, 63 and 65 (or Series 7 and 66) required

Benefits:

  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off
  • Opportunities for professional growth and development

About Bank of America:

Bank of America is a leading financial institution committed to helping our clients achieve their financial goals. We offer a range of financial products and services, including banking, investing, and wealth management. Our team of experts is dedicated to providing personalized service and expert advice to help our clients succeed.



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