Senior Private Client Advisor – Wealth Strategy

The Georgia Society of CPAs; Atlanta (GA); On-site; USD 140,000 - 210,000; Full time

Job summary

Bank of America is seeking a senior private banker to lead client engagement within our Private Bank team in the Atlanta area. You will develop wealth strategies, manage high-net-worth clients, and coordinate with partners across banking, credit, investments, and wealth planning to deliver holistic solutions.

The role emphasizes high-touch service, relationship building, and proactive business development with clients having $3M+ investable assets, leveraging the bank's platform to drive

Qualifications

• 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.
• 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)
• 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 client process management 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 and wealth strategy.
• Advocates for clients as trusted advisor with integrated recommendations.
• Encourages use of digital capabilities to enhance client experience.
• Builds relationships with internal and external partners and COIs.

Skills

Business Development

Client Management

Client Solutions Advisory

Prospecting

Wealth Planning

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Risk Management

Active Listening

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM or JD

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a senior private banker to lead client engagement within our Private Bank team in the Atlanta area. You will develop wealth strategies, manage high-net-worth clients, and coordinate with partners across banking, credit, investments, and wealth planning to deliver holistic solutions.

The role emphasizes high-touch service, relationship building, and proactive business development with clients having $3M+ investable assets, leveraging the bank's platform to drive