Private Client Advisor II

3 weeks ago


Chicago, Illinois, United States Bank of America Full time

Job Summary:

We are seeking a highly skilled Private Client Advisor II to join our team at Bank of America. As a key member of our client management process, 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.
  • Build relationships with internal and external partners and centers of influence.

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; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position.

Preferred Qualifications:

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

About Bank of America:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We are a diverse and inclusive workplace for everyone, and we invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Why Join Us:

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.



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