Senior Private Client Advisor: Wealth Solutions

Merrill; Town of Florida (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Bank of America in New York seeks a senior Private Banking professional to acquire and deepen client relationships, leading client management processes and coordinating across the enterprise to deliver a Branded Client Experience with the private bank's capabilities.

Candidates should have Series 7/63/65 (or 7/66), 12+ years in private banking, strong negotiation and leadership skills, and the ability to drive new business for high-net-worth clients.

Qualifications

• Requires Series 7, 63 and 65 (or 7 and 66) and ability to obtain licenses within 90 days.
• 12+ years of private banking and/or complex financial services experience.
• Ability to drive new business development for clients with $3M+ investable assets.
• Holistic approach using Private Bank platform offerings.
• High-touch, client-focused, proactive leader with strong negotiation skills.

Responsibilities

• Lead client process management to identify new business opportunities.
• Source new clients aligned with risk appetite.
• Deliver a Branded Client Experience with integrated wealth solutions.
• Understand client needs and adapt wealth strategies accordingly.
• Advocate for clients as trusted advisors and coordinate with partners.

Skills

Licenses: Series 7/63/65

Private banking experience

Business development

Client management

Relationship building

Negotiation

Leadership

Strategic advisory

Team collaboration

Sales aptitude

Education

MBA or higher

CFP/CPA/CFA/CTFA/CFM or JD a plus

Job description

Bank of America in New York seeks a senior Private Banking professional to acquire and deepen client relationships, leading client management processes and coordinating across the enterprise to deliver a Branded Client Experience with the private bank's capabilities.

Candidates should have Series 7/63/65 (or 7/66), 12+ years in private banking, strong negotiation and leadership skills, and the ability to drive new business for high-net-worth clients.