Private Client Advisor
Bank of America ATM
Responsibilities Lead the Client Process Management Process within the client team to identify new business development opportunities. Source new clients in alignment with the bank's established risk appetite. Lead the client team to deliver meaningful interactions and a Branded Client Experience. Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or client needs. Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management. Encourage use and adoption of digital capabilities to enhance the client and client team experience. Build relationships with internal and external partners and centers of influence. Ensure client retention. Required Skills 10+ years of private banking or complex financial services experience or equivalent financial services/business experience. Drive new business development for target client segment ($3MM++ investable assets). 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 ask for and close business. Solutions oriented; sales and financial aptitude a must. 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. Series7,63 and65 (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). Desired Skills Postgraduate degree (MBA or equivalent); preference for CFP, CPA, CFA, CTFA, CFM or JD. Minimum Education High School Diploma / GED / Secondary School or equivalent. Additional Requirements SAFE Act registration required for all employees engaged in residential loan mortgage originations. Must register with the federal registry system, remain in good standing, and pass the required background check. Failure to obtain or maintain registration may result in disciplinary action up to and including termination. Work Schedule Shift: 1st shift (United States of America). Hours per week: 40. #J-18808-Ljbffr
$65k - $95k
...Job Description Private Client Insurance Account Manager Job Summary Seeking a dedicated and experienced Private Client Insurance Account Manager to join a team. This role involves managing high-net-worth (HNW) accounts and providing exceptional service to...Private clientWork at office- A nationwide financial institution is seeking an enthusiastic individual to engage clients in transactions, assist with self-service banking solutions, and drive exceptional client experiences. Ideal candidates will have a strong work ethic, effective communication skills...Private client
- A leading financial services firm in Houston is seeking a Private Client Advisor to deliver personalized investment solutions and build strong client relationships. The role requires at least 2 years of financial advising experience and a commitment to client education...Private client
- JPMorgan Chase & Co. in Houston is seeking a Private Client Banker to serve affluent clients and manage their banking relationships within the Branch. You will act as the main point of contact, offering education and advice to help clients make the most of their money...Private client
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...Experience, including access to the full array of Private Bank and the bank's capabilities and... ...clients and prospects as their trusted advisor, providing integrated recommendations...Private clientWork at officeFlexible hoursShift workDay shift
- ...Tax Supervisor - Private Client / HNW (Hybrid) We're partnering with a well-respected public accounting firm that's selectively growing its private client tax practice . This is an excellent opportunity for a Tax Supervisor (3-6 years) who enjoys high-quality client...Private clientPrivate practice
- ...Concierge Specialist The Digital Concierge Specialist is the primary point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible for assisting high/ultra-high net worth clients with all...Private client
$200k
...Job ID: 83534543776Posted: 2026-07-11Location: Houston, Texas, United StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic professional who closely follows latest...Private clientFull timeLocal area- Location: On site in Dallas, TXSummaryThe Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building...Private clientFull timeTemporary workWork experience placementLocal area
- ...tax and consulting services to business clients with pass through entities and to their business... ...current software toolsActs as a Career Advisor to associates and senior... ...tax experience and/or public accounting, private industry accounting or consulting/professional...Private clientWork at office
- Location: On site at location listed in job postingSummaryThe Private Client Relationship Manager (PCRM) is responsible for developing and... ...financial solutions.Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation...Private clientFull timeWork at office
- ...Tax Mgr/Snr Mgr/Director- Private Client Svcs- REMOTE or Hybrid Tax Manager | Griffin Search Partners | Remote Job This is a remote position... ...Services Practice. This is your chance to become a trusted advisor to high-net-worth individuals, family offices, and their flow...Private clientPrivate practiceWork at officeRemote workFlexible hours
- ...help shape the future of our industry. Job Description: As a Private Client Service Tax Manager involved in both compliance and consulting... ...monitor multiple client engagements as well as serve as an advisor to the client. Identify and assist with implementation of tax...Private clientWork at officeLocal areaRemote work
- ...help shape the future of our industry. Job Description: As a Private Client Service Tax Manager involved in both compliance and consulting... ...monitor multiple client engagements as well as serve as an advisor to the client. Identify and assist with implementation of tax...Private clientWork at officeLocal areaRemote work
- ...the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional...Private clientTemporary workLocal area
$95.5k - $195.4k
...help shape the future of our industry. Job Description As a Private Client Service Tax Manager involved in both compliance and consulting... ...and monitor multiple client engagements as well as serve as an advisor to the client. Identify and assist with implementation of tax...Private clientWork at officeLocal areaRemote workWorldwide- ...consulting services to our Pass-Through clients.Job Duties:Performs tax planning, preparation... ...current software toolsActs as a Career Advisor to associates and senior... ...public accounting experience working in the private client area, i.e. working on individual,...Private clientWork at office
- ...you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional...Private clientTemporary workLocal area
- ...Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...and play a key role in growing KPMG's private client tax practice, which focuses on ultra... ...and Family Offices Serve as the trusted advisor to ultra-high net worth families on matters...Private clientPrivate practiceWork at officeLocal area
- ...Job Function / Summary Private Banker 4 coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered...Private clientLocal area
- ...JPM Private Bank Mortgage Solutions – Mortgage Specialist Analyst J.P. Morgan Asset & Wealth Management, with client assets of $4.0 trillion, is a global leader in investment and wealth... ...Private Bank and select J.P. Morgan Advisors mortgage business, which serve high...Private client
$126.1k - $253k
...confidence in a world of change, empowering our clients and people to realize their full... ...clients, including their attorneys, and other advisors, along with subject matter experts both... ...public accounting with an emphasis on private client taxation including working with...Private clientFull timeWork experience placementInternshipLocal area- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...opportunitiesWorks directly with clients and their advisors to gather information needed to prepare tax returnsReviews individual...Private clientPrivate practiceWork at office
$200k - $300k
...culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high‑net‑worth individual clients and privately held...Private clientFlexible hours- ...you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...Private clientTemporary workPrivate practiceWork at officeLocal area
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- ...strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Tax Supervisor role will be based out of our Houston, TX office You'll work alongside an integrated...Private clientWork at officeLocal area
- Tax Manager - Investment Funds / Private Equity Position Summary: RSM US LLP is looking for... ...-growth team while working with complex clients in the Financial Services industry. As a... ...partnership tax returns Serve as a Career Advisor by providing mentorship or coaching to one...Private clientLocal area
$310k - $390k
...commercial intelligence to grow, transform, protect, and defend our clients' businesses, across every critical moment.We operate in the... ....Job DescriptionThe RoleClifford Chance is looking for a Private Equity associate attorney in our PCT & A group.We advise many of...Private clientLocal area- ...retaining a portfolio of Personal Lines clients by delivering exceptional service, conducting... ..., and serving as a trusted insurance advisor. This role oversees the renewal process,... ...Experience working with high-net-worth or private client accounts, preferred but not required...Private clientWork at office
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