Senior Private Wealth Advisor

Bank of America; Orlando (FL); On-site; USD 180,000 - 250,000; Full time

Job summary

Bank of America is seeking an experienced Private Banking professional in Orlando to acquire and deepen client relationships, delivering a branded client experience across the bank’s capabilities. The role emphasizes a leadership mindset, collaboration with enterprise teams, and a focus on high-net-worth clients with $3M+ investable assets.

The ideal candidate has 12+ years of private banking or related finance experience, a comprehensive product view, and strong interpersonal skills.

Qualifications

• 12+ years of private banking and/or complex financial services experience or equivalent financial services/business 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.

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

Client relationship management

Business development

Wealth planning

Negotiation

Communication

Financial analysis

Team leadership

Strategic selling

Prospecting

Risk management

Attention to detail

Cross-functional collaboration

Education

High School Diploma / GED

Job description

Bank of America is seeking an experienced Private Banking professional in Orlando to acquire and deepen client relationships, delivering a branded client experience across the bank’s capabilities. The role emphasizes a leadership mindset, collaboration with enterprise teams, and a focus on high-net-worth clients with $3M+ investable assets.

The ideal candidate has 12+ years of private banking or related finance experience, a comprehensive product view, and strong interpersonal skills.