Private Client Advisor II

Bank of America · Nashville, TN · 2 wk ago

SalesFull-time

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
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
Buils relationships with internal and external partners and centers of influence

12+ years of private banking or complex financial services experience OR equivalent financial services/business experience
Responsible for driving new business development for target client segment ($3MM++ investable assets)
Presents 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)

Bank of America offers a comprehensive benefits package that includes:

The salary range for this position is $80,000 - $120,000 annually.

This position is available on a 1st shift basis in the United States and works 40 hours per week.

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