Private Client Advisor II – Wealth Strategy

Bank of America; Georgia; On-site; USD 180,000 - 240,000; Full time

Job summary

Bank of America in the United States seeks a senior Private Banking leader to acquire new clients, deepen relationships, and coordinate across the enterprise to deliver a Branded Client Experience with the full Private Bank capabilities.

The role requires 12+ years in private banking, Series 7/63/65 (or 7/66), and a proven track record in driving business development with high-net-worth clients.

Qualifications

• MBA or Post-Graduate Degree preferred ( CFP, CPA, CFA, CTFA, CFM or JD a significant plus ).
• 12+ years of private banking and/or complex financial services experience or equivalent.
• Series 7, 63 and 65 (or Series 7 and 66) licenses; unlicensed candidates considered if willing to obtain licenses within 90 days.

Responsibilities

• Leads the Client Process Management within the client team to identify new business development opportunities.
• Sources new clients in alignment with the bank's established risk appetite.
• Leads the client team to deliver meaningful interactions and a Branded Client Experience.
• Develops an in-depth understanding of clients’ needs and wealth strategy.
• Advocates for clients as trusted advisor with integrated wealth solutions.
• Encourages use of digital capabilities to enhance client experience.
• Builds relationships with internal and external partners.

Skills

Business Development

Client Management

Wealth Planning

Relationship Building

Negotiation

Sales

Team Leadership

Analytical Thinking

Oral Communications

Decision Making

Education

MBA or CFP, CFA, CPA, CTFA or JD a significant plus

Job description

Bank of America in the United States seeks a senior Private Banking leader to acquire new clients, deepen relationships, and coordinate across the enterprise to deliver a Branded Client Experience with the full Private Bank capabilities.

The role requires 12+ years in private banking, Series 7/63/65 (or 7/66), and a proven track record in driving business development with high-net-worth clients.