Private Wealth Advisor — Client Strategy Lead

Bank of America; Jacksonville (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

Bank of America in the United States seeks a seasoned Private Banker to lead client management, deepen relationships, and expand the Branded Client Experience. You will partner across the enterprise to provide access to the full Private Bank capabilities and services to meet client needs.

This role requires high-touch, client-focused leadership, with expertise in wealth planning, credit facilities, banking, and asset management, while promoting digital capabilities to enhance outcomes for

Qualifications

• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience.
• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
• High touch, client-focused individual with exceptional interpersonal skills

Responsibilities

• Leads the Client Process Management Process 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, preferences, and overall wealth strategy
• Advocates for clients and prospects as their trusted advisor, providing integrated recommendations
• Encourages use and adoption of digital capabilities to enhance the client experience
• Builds relationships with internal and external partners and centers of influence

Skills

Business Development

Client Management

Client Solutions AdvisoryProspecting

Wealth Planning

Analytic Thinking

Oral Communications

Referral Management

Relationship Building

Risk Management

Active Listening

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

High School Diploma / GED / Secondary School or equivalent

MBA or Post-Graduate Degree

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

Job description

Bank of America in the United States seeks a seasoned Private Banker to lead client management, deepen relationships, and expand the Branded Client Experience. You will partner across the enterprise to provide access to the full Private Bank capabilities and services to meet client needs.

This role requires high-touch, client-focused leadership, with expertise in wealth planning, credit facilities, banking, and asset management, while promoting digital capabilities to enhance outcomes for