Current jobs related to Private Client Solutions Advisor - Philadelphia, Pennsylvania - The Bank of America Corporation

  • Senior Private Client Advisor

    2 weeks ago

    Philadelphia, Pennsylvania, United States Marsh & McLennan Companies Full time

    Unlock Your Potential as a Senior Private Client AdvisorAt Marsh McLennan Agency, we're seeking a talented Senior Private Client Advisor to join our Private Client Services team. As a key member of our team, you'll play a critical role in supporting our high-volume book of business and delivering exceptional client service to our Private Client...

  • Senior Private Client Advisor

    1 week ago

    Philadelphia, Pennsylvania, United States Marsh & McLennan Companies Full time

    About the Role:We are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for supporting a high-volume book of business for our Private Client clientele.Key Responsibilities:Review client exposures, loss experience, and current coverages...

  • Senior Private Client Advisor

    4 weeks ago

    Philadelphia, Pennsylvania, United States Marsh & McLennan Companies Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Private Client Advisor to join our team at Marsh McLennan Agency. As a key member of our Private Client Services team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesReview client exposures, loss experience, and...

  • Private Client Financial Advisor

    2 weeks ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Job Title: Private Client Financial AdvisorCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key Responsibilities:Develop and implement personalized wealth management strategies for...

  • Senior Private Client Advisor

    1 week ago

    Philadelphia, Pennsylvania, United States Marsh & McLennan Companies Full time

    Job SummaryAs a Senior Private Client Advisor on the Private Client Services team at Marsh McLennan Agency, you will be responsible for supporting a high-volume book of business for our Private Client clientele. This role requires a strong understanding of complex risks and the ability to provide proactive day-to-day client service by anticipating and...

  • Private Client Financial Advisor

    1 week ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Citizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will work closely with high-net-worth clients to understand their financial goals and develop personalized strategies to achieve them.The ideal candidate will have a strong background in financial planning and a proven track...

  • Private Client Financial Advisor

    2 weeks ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...

  • Private Client Financial Advisor

    7 days ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for developing and maintaining strong relationships with high-net-worth individuals and families.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for...

  • Private Client Financial Advisor

    1 week ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for helping individuals and families achieve their financial goals through personalized financial planning and investment management.Key Responsibilities* Develop and implement comprehensive...

  • Private Client Financial Advisor

    2 weeks ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized wealth management strategies for clientsBuild and maintain strong...

  • Private Client Financial Advisor

    2 weeks ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping individuals and families achieve their financial goals.Key Responsibilities:Develop a high-quality wealth management practice that provides personalized financial planning and investment...

  • Private Client Financial Advisor

    2 weeks ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for developing and maintaining relationships with high-net-worth individuals and families, providing personalized financial planning and investment advice, and identifying opportunities to grow...

  • Private Client Financial Advisor

    1 week ago

    Philadelphia, Pennsylvania, United States Citizens Financial Group, Inc. Full time

    Citizens Financial Group, Inc. is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Develop a high-quality wealth management practice that provides personalized...

  • Private Client Relationship Manager

    4 weeks ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Job Title: Private Client Relationship ManagerCitizens is seeking a Private Client Relationship Manager to join our team. As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening, and retaining affluent and high-net-worth relationships.Key Responsibilities:Acquire qualified, new-to-wealth relationships through...

  • Private Client Relationship Manager

    4 weeks ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their goals.Key ResponsibilitiesAcquire and retain...

  • Financial Solutions Advisor

    7 days ago

    Philadelphia, Pennsylvania, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorJob Summary:We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads...

  • Private Client Relationship Manager

    4 weeks ago

    Philadelphia, Pennsylvania, United States Citizens Full time

    Job SummaryWe are seeking a skilled Private Client Relationship Manager to join our team at Citizens. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial planning and advice to help them achieve their financial goals.Key...

  • Merrill Financial Solutions Advisor

    8 hours ago

    Philadelphia, Pennsylvania, United States Bank of America Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.As a Financial...

  • Senior Tax Manager

    7 days ago

    Philadelphia, Pennsylvania, United States Armanino Full time

    Job SummaryWe are seeking a highly skilled Tax Senior Manager to join our Private Client Advisors team. As a key member of our team, you will be responsible for providing technical expertise in taxation, managing complex engagements, and developing less experienced personnel.Key ResponsibilitiesPerform technical reviews of tax returns for high-net-worth...

  • Financial Solutions Advisor

    2 weeks ago

    Philadelphia, Pennsylvania, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive advice and guidance to clients on investment planning and wealth management.Develop and implement financial plans tailored to individual...

Private Client Solutions Advisor

2 months ago

Philadelphia, Pennsylvania, United States The Bank of America Corporation Full time

Join Our Team at The Bank of America Corporation

About the Role

We are seeking a highly skilled and experienced Private Client Solutions Advisor to join our team at The Bank of America Corporation. As a key member of our organization, you will be responsible for providing exceptional client service and support to our valued clients.

Key Responsibilities

  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide personalized financial solutions and recommendations to clients, including investment and wealth management services.
  • Collaborate with internal teams to deliver exceptional client experiences and drive business growth.
  • Stay up-to-date on industry trends and market developments to provide informed advice to clients.

Requirements

  • Minimum 2 years of experience in a client-facing role, preferably in the financial services industry.
  • Strong understanding of financial markets and products, including investments and wealth management.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.

What We Offer

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.