Private Client Advisor II

4 days 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.



  • Chicago, Illinois, United States Bank of America Full time

    Job Title: Private Client Advisor IIJob 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...


  • Chicago, Illinois, United States Bank of America Full time

    Job Title: Private Client Advisor IIAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice.This role is responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and guidance to meet their unique...


  • Chicago, Illinois, 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 critical role in building and maintaining relationships with high net worth clients, providing them with tailored solutions to meet their complex financial...


  • Chicago, Illinois, United States Bank of America Full time

    Job SummaryWe are seeking a highly skilled Private Risk Advisor 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 ResponsibilitiesLead the Client...

  • Wealth Advisor II

    2 weeks ago


    Chicago, Illinois, United States Old National Bank Full time

    Job Title: Wealth Advisor IIOld National Bank is seeking a Wealth Advisor II to join our team. As a Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth clients, providing financial planning and investment guidance, and identifying opportunities to grow our wealth business.Key Responsibilities:Manage a...


  • Chicago, Illinois, United States Bottega Veneta Full time

    Job Title: Client AdvisorWe are seeking a highly motivated and experienced Client Advisor to join our dynamic team in Chicago. As a Client Advisor, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth.Key Responsibilities:Meet and exceed monthly sales goals and KPIs through...


  • Chicago, Illinois, United States ECG Resources, Inc. Full time

    Private Wealth Advisor OpportunityECG Resources, Inc. is seeking a skilled Private Wealth Advisor to join their team and provide exceptional wealth management services to their high-net-worth clients.Key Responsibilities:Collaborate with senior advisors to deliver comprehensive wealth management advice, including tax planning, estate planning, trust...


  • Chicago, Illinois, United States LHH Full time

    Private Client Partner AttorneyWe are seeking a highly skilled Private Client Partner Attorney to join our leading Private Client practice group in Chicago. As a key member of our team, you will work closely with our lead Partners to provide exceptional service to our clients.ResponsibilitiesCollaborate with our national practice group to deliver complex...


  • Chicago, Illinois, United States StrataScale Full time

    About the RoleWe are seeking a highly motivated and experienced Client Advisor to join our team at Stratascale. As a Client Advisor, you will play a critical role in developing new business with existing customers and acquiring new customers across a focused Named Account List, composed of Fortune 1000 businesses.Key ResponsibilitiesDevelop business with...


  • Chicago, Illinois, United States StrataScale Full time

    About StratascaleStratascale is a digital and cybersecurity services company that helps Fortune 1000 businesses transform the way they use technology to advance their business, generate revenue, and respond quickly to market demands. We call it Digital Agility.Job SummaryThe Client Advisor will focus on developing new business with existing customers and...


  • Chicago, Illinois, United States 5 Legal Full time

    Job Overview5 Legal is seeking a skilled Private Client Associate to join their team in the Private Client Practice Group.The ideal candidate will have experience in drafting estate planning documents, including domestic and international tax planning, and will possess excellent writing, researching, and analytical skills.A strong academic background and...


  • Chicago, Illinois, United States State of Illinois Full time

    Job SummaryWe are seeking a highly skilled and experienced Technical Advisor II to join our team at the State of Illinois. As a key member of our regulatory licensing and enforcement agency, you will play a critical role in protecting the residents of Illinois and ensuring the safety and soundness of financial institutions.Key Responsibilities:Conduct...


  • Chicago, Illinois, United States State of Illinois Full time

    Job OverviewThe Illinois Environmental Protection Agency (EPA) is seeking a Technical Advisor II to perform technical and legal work of a general nature, involving responsibility for recommending administrative action on problems relating to the Bureau of Land regulations or activity.This position requires experience in legal research and writing, as well as...


  • Chicago, Illinois, United States State of Illinois Full time

    Job SummaryThe State of Illinois is seeking a highly skilled and experienced Technical Advisor II to join our team. As a key member of our department, you will be responsible for performing a variety of technical and legal duties, including receiving complaints, conducting hearings, and preparing written complaints and pleadings. If you have a strong...


  • Chicago, Illinois, United States StrataScale Full time

    About StratascaleStratascale is a digital and cybersecurity services company that helps Fortune 1000 businesses transform the way they use technology to advance their business, generate revenue, and respond quickly to market demands. We call it Digital Agility.Job SummaryThe Client Advisor will focus on developing new business with existing customers and...

  • Tax Director

    1 week ago


    Chicago, Illinois, United States Forvis Mazars, LLP Full time

    **Tax Director - Private Client**We are seeking a highly skilled Tax Director to join our Private Client Services team. As a key member of our team, you will be responsible for providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.**Key Responsibilities:**Providing tax compliance and advisory...

  • Senior Client Advisor

    1 month ago


    Chicago, Illinois, United States Dolce & Gabbana Full time

    Senior Client Advisor OpportunityDolce & Gabbana, a leader in the world of luxury fashion, is seeking an exceptional Senior Client Advisor to join our team in Chicago. As a key member of our sales team, you will be responsible for building and maintaining long-lasting relationships with our discerning clients, providing exceptional customer service, and...


  • Chicago, Illinois, United States First Recruiting Full time

    Private Wealth Management SpecialistWe are seeking a highly skilled Private Wealth Management Specialist to join our team at First Recruiting. As a key member of our team, you will be responsible for providing exceptional service to our high net worth clients.Key Responsibilities:Manage new account onboarding, including opening and funding accounts, and...

  • Portfolio Advisor

    2 weeks ago


    Chicago, Illinois, United States Wellington Insurance Group Full time

    About UsWellington Management is a leading investment management firm that offers comprehensive investment solutions to institutional clients worldwide. Our team of experts provides tailored investment strategies that span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.About the...


  • Chicago, Illinois, United States 5 Legal Full time

    Job OpportunityWe are seeking a highly skilled and experienced Private Client Associate to join our team at 5 Legal.The ideal candidate will have a strong background in drafting estate planning documents, including standard and sophisticated documents. They will also have experience in domestic and international estate, gift, and income tax planning,...