Full-Time

Private Client Advisor II

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Senior

Dallas, TX, USA

Category
Private Equity
Finance & Banking
Required Skills
Sales
Requirements
  • 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree
  • Responsible for driving new business development for target client segment ($3MM++ investable assets)
  • Present to clients a holistic approach, leveraging the entire Private Bank platform
  • A high touch, client-focused individual with exceptional interpersonal skills
  • A 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 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
  • Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)
Responsibilities
  • Leads the CMP (client management process) within the client team to identify new business development opportunities
  • Sources new clients in alignment with 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

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive suite of services that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through tailored solutions and expert guidance.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital banking boosts Bank of America's online services.
  • Growing interest in sustainable finance aligns with Bank of America's ESG initiatives.
  • Fintech partnerships enhance customer experience and operational efficiency.

What critics are saying

  • Increased competition in credit facilities may strain Bank of America's resources.
  • Syndicated loan platforms could disrupt traditional banking models and reduce market share.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The company is a leading wealth management institution worldwide.

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