Senior Private Client Advisor — Wealth Strategist

Bank of America; Las Vegas (NV); On-site; USD 180,000 - 280,000; Full time

Job summary

Bank of America in the United States seeks a seasoned Private Bank professional to manage complex client relationships and drive business development. You will lead client strategy, coordinate across the Private Bank platform, and deliver holistic solutions including wealth planning and credit facilities.

The role requires licensure or willingness to obtain Series 7/63/65 (or 7/66) and a track record of high-touch client service, with strong negotiation and cross-functional collaboration skills.

Qualifications

• Series 7, 63 and 65 (or 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• MBA or CFP/CPA/CFA/CTFA/CFM or JD a significant plus

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 wealth strategy
• Advocates for clients and prospects as their trusted advisor with 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

Client Management

Business Development

Wealth Planning

Relationship Building

Negotiation

Lead Generation

Sales Strategy

Cross-functional Collaboration

Financial Analysis

Active Listening

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a seasoned Private Bank professional to manage complex client relationships and drive business development. You will lead client strategy, coordinate across the Private Bank platform, and deliver holistic solutions including wealth planning and credit facilities.

The role requires licensure or willingness to obtain Series 7/63/65 (or 7/66) and a track record of high-touch client service, with strong negotiation and cross-functional collaboration skills.