Senior Private Client Advisor & Wealth Strategist

Bank of America; Fort Lauderdale (FL); On-site; USD 250,000 - 350,000; Full time

Job summary

Bank of America in Fort Lauderdale seeks an experienced Private Banking professional to acquire and deepen high-net-worth client relationships, delivering holistic wealth solutions. This role focuses on leading client management processes and partnering across the enterprise to provide a Branded Client Experience using the full Private Bank platform.

Ideal candidates will have 12+ years in private banking, strong leadership, and a proven ability to grow investable assets.

Qualifications

• 12+ years of private banking and/or complex financial services 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
• 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

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, being responsive to changes in the business environment and/or with client needs
• 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

Skills

Business Development

Client Management

Wealth Planning

Analytical Thinking

Oral Communications

Relationship Building

Risk Management

Decision Making

Loan Structuring

Education

High School Diploma / GED

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM or JD

Job description

Bank of America in Fort Lauderdale seeks an experienced Private Banking professional to acquire and deepen high-net-worth client relationships, delivering holistic wealth solutions. This role focuses on leading client management processes and partnering across the enterprise to provide a Branded Client Experience using the full Private Bank platform.

Ideal candidates will have 12+ years in private banking, strong leadership, and a proven ability to grow investable assets.