Senior Private Client & Wealth Advisor

Tech Sales Jobs; San Francisco (CA); On-site; USD 100,000 - 275,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Private Client Advisor II in San Francisco to acquire and deepen client relationships, delivering a branded experience and holistic wealth solutions. Requires extensive private banking background, licenses or willingness to obtain them, and strong leadership within the team.

You will manage a client-centric strategy, collaborate across bank partners, and drive growth while maintaining highest compliance and service standards in a busy private wealth environment.

Qualifications

• Requires 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

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

High School Diploma / GED / Secondary School or equivalent

MBA or Post-Graduate Degree

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

Job description

Bank of America is seeking a Private Client Advisor II in San Francisco to acquire and deepen client relationships, delivering a branded experience and holistic wealth solutions. Requires extensive private banking background, licenses or willingness to obtain them, and strong leadership within the team.

You will manage a client-centric strategy, collaborate across bank partners, and drive growth while maintaining highest compliance and service standards in a busy private wealth environment.