Private Client Advisor II- Executive Coverage

CFA Institute; San Francisco (CA); Presencial; USD 225.000 - 298.000; Jornada completa

Descripción de la vacante

Bank of America offers Executive Wealth Services focused on strengthening relationships with corporate executives by delivering best-in-class service and Branded Client Experiences across the Private Bank and Bank of America capabilities.

The role emphasizes deep client understanding, leadership in client management, and collaboration with partners to tailor wealth structuring, credit facilities, and asset management solutions, with SAFE Act registration requirements for mortgage-related

Formación

• MBA or Post-Graduate Degree preferred for senior client advisory roles.
• CFP, CPA, CFA, CTFA, CFM or JD credential a significant plus.

Responsabilidades

• Develops an in-depth understanding of clients' needs and wealth strategy.
• Leads the Client Management Process to provide exceptional service and branded experience.
• Advocates for clients with integrated wealth solutions including banking and asset management.
• Encourages use of digital capabilities to enhance client/team experience.
• Builds relationships with internal and external partners.

Conocimientos

Client Management

Wealth Planning

Relationship Building

Oral Communications

Attention to Detail

Negotiation

Leadership

Sales Aptitude

Team Collaboration

Communication

Decision Making

Educación

MBA or Post-Graduate Degree

CFP CPA CFA CTFA CFM or JD a significant plus

High School Diploma / GED / Secondary School or equivalent

Herramientas

CRM Software

Microsoft Office

Descripción del empleo

Job Description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for providing exceptional client service and coverage to corporate executives through our Executive Wealth Services team. Key responsibilities include focusing on deepening client relationships to provide best in class service to Executives. Job expectations include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination

Responsibilities

• Develops an in-depth understanding of clients' needs, preferences and overall wealth strategy; being responsive to changes in the business environment and/or with client needs
• Leads the Client Management Process within the client team to provide exceptional client service while deepening existing relationships and delivering a branded client experience
• Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management
• Encourages use and adoption of digital capabilities to enhance the client and client team experience
• Builds relationships with internal and external partners and centers of influence

Required Qualifications

• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
• High touch, client-focused individual with exceptional interpersonal skills
• Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
• Ability to influence; proactively asks for and closes business
• Solutions oriented; sales and financial aptitude a must
• Must be a skilled negotiator
• Ability to work with and identify the need for team specialists; collaborate closely with other team members
• Takes on a leadership role on the team and within the business community

Desired Qualifications

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

Skills

• Business Development
• Client Management
• Client Solutions Advisory
• Risk Management
• Wealth Planning
• Active Listening
• Analytical Thinking
• Oral Communications
• Referral Management
• Relationship Building
• Account Management
• Attention to Detail
• Collaboration
• Decision Making
• Loan Structuring

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$225,000.00 - $298,300.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.