Private Client Advisor II
Bank of America2 days ago
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OnsiteFull-timeSenior
Summary
Bank of America is seeking a Private Client Advisor II to join their team in Fort Lauderdale, FL. The role involves acquiring new clients, deepening client relationships, and providing a Branded Client Experience.
About the Role
As a Private Client Advisor II, you will lead the Client Management Process, source new clients, and develop an understanding of clients' needs and wealth strategies. You will advocate for clients, provide integrated recommendations, and encourage the use of digital capabilities to enhance client experiences. This position may also involve residential mortgage loans and requires SAFE Act registration.
About You
Required:
- 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.
Preferred:
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Fort Lauderdale, FL