Senior Private Client Advisor: Wealth Strategy & Growth

Bank of America; Boca Raton (FL); On-site; USD 150,000 - 230,000; Full time

Job summary

Bank of America is seeking a senior Private Banker to lead client relationships, develop new business, and deliver a Branded Client Experience across the Private Bank platform. You will manage high-net-worth clients with investable assets and work with specialists to offer wealth solutions.

You will drive holistic wealth planning, loan structuring, and risk-aware strategies while ensuring compliance and excellent client service. This role is based in the United States with in-office expectations.

Qualifications

• Must have 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 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

Collaboration

Attention to Detail

Active Listening

Referral Management

Client Solutions Advisory

Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Tools

Job description

Bank of America is seeking a senior Private Banker to lead client relationships, develop new business, and deliver a Branded Client Experience across the Private Bank platform. You will manage high-net-worth clients with investable assets and work with specialists to offer wealth solutions.

You will drive holistic wealth planning, loan structuring, and risk-aware strategies while ensuring compliance and excellent client service. This role is based in the United States with in-office expectations.