Senior Private Client Advisor for Wealth Growth

Bank of America; Las Vegas (NV); On-site; USD 100,000 - 275,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America’s Private Bank in Las Vegas seeks a seasoned executive to lead client management, deepen relationships, and drive growth across the full spectrum of wealth services. You will manage a branded client experience, coordinate with specialists, and advocate for clients’ financial strategies.

The role requires extensive private banking expertise, Series licenses or willingness to obtain them, and a proven track record in business development targeting high-net-worth clients.

Qualifications

• 12+ years of private banking and/or complex financial services experience or equivalent.
• Ability to drive new business development for target client segment ($3MM+ investable assets).
• Must be licensed or willing to obtain Series 7, 63 and 65 (or 7 and 66) within 90 days.

Responsibilities

• Lead the Client Management Process and partner across the enterprise for a Branded Client Experience.
• Develop understanding of clients’ needs and wealth strategy; respond to changes in business needs.
• Advocate for clients as trusted advisor with integrated recommendations across wealth, credit, and asset management.
• Engage internal/external partners to deliver comprehensive solutions; promote digital adoption.
• Build relationships and coordinate with team specialists to expand business opportunities.
• Identify and close opportunities; demonstrate leadership on the team and with the community.

Skills

Business Development

Client Management

Client Solutions Advisory

Prospecting

Wealth Planning

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Risk Management

Attention to Detail

Leadership

Education

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM or JD

Job description

Bank of America’s Private Bank in Las Vegas seeks a seasoned executive to lead client management, deepen relationships, and drive growth across the full spectrum of wealth services. You will manage a branded client experience, coordinate with specialists, and advocate for clients’ financial strategies.

The role requires extensive private banking expertise, Series licenses or willingness to obtain them, and a proven track record in business development targeting high-net-worth clients.