Private Client Advisor II

Job Description: This role is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. The position may involve residential mortgage loan originations and requires SAFE Act registration. 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. Ensures retention of clients. Required Qualifications 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. Desired Qualifications MBA or Post-Graduate Degree CFP, CPA, CFA, CTFA, CFM or JD a significant plus. 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 Minimum Education High School Diploma / GED / Secondary School or equivalent. Other Information Shift: 1st shift (United States of America). Hours Per Week: 40. Privacy Statement #J-18808-Ljbffr Bank of America