Private Client Advisor II @ Bank of America
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Overview
At Bank of America, we are guided by a common purpose to help make financial lives better through every connection. As a Private Client Advisor II, you will acquire new clients, deepen existing relationships, and build a robust network to achieve business development goals.
Role Responsibilities
This role is responsible for leading the Client Management Process within the team and providing a comprehensive Branded Client Experience that leverages the full spectrum of Private Bank capabilities. Key responsibilities include:
- Identifying new business development opportunities and sourcing new clients.
- Leading the team to deliver meaningful client interactions and retention strategies.
- Developing a deep understanding of client needs, preferences, and wealth strategies.
- Providing integrated recommendations across wealth structuring, credit facilities, banking, and asset management.
- Encouraging digital adoption to enhance client and team experiences.
- Building relationships with internal and external partners.
Required Skills and Qualifications
The ideal candidate has 12+ years of experience in private banking or complex financial services. Must possess the ability to drive new business development for target client segments with $3MM++ investable assets. Key qualifications include:
- High touch, client-focused approach with exceptional interpersonal skills.
- Proven leadership in client engagement and team management.
- Strong influence and negotiation skills coupled with sales and financial aptitude.
- Appropriate licensing (Series 7, 63, 65 or Series 7 and 66) with willingness to obtain if not already licensed.
Desired Qualifications
MBA or Post-Graduate Degree is preferred. Professional certifications such as CFP, CPA, CFA, CTFA, CFM, or JD are considered significant pluses.
Additional Information
This role follows an in-office culture with specific attendance requirements and is subject to SAFE Act registration requirements, including background checks.
Key skills/competency
- Client Acquisition
- Relationship Building
- Financial Advisory
- Wealth Management
- Business Development
- Team Leadership
- Negotiation
- Sales Strategy
- Risk Management
- Digital Adoption
How to Get Hired at Bank of America
🎯 Tips for Getting Hired
- Customize Your Resume: Highlight financial advisory experience and achievements.
- Network Within Banking: Connect with current Bank of America employees.
- Prepare for Licensure: Ensure Series certifications and regulatory compliance.
- Research Role Requirements: Understand client acquisition and wealth management strategies.