Private Client Advisor Ii

Bank of America

Melville, New York, US
Base: $100,000.00 - $275,000.00 annualized; bonus/...
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Client management process
New client acquisition
Wealth strategy development
** Bank of America is seeking a Private Client Advisor II in Melville, New York, to acquire new clients and deepen existing relationships while providing comprehensive financial solutions. The role requires significant experience in private banking and strong interpersonal skills, with a focus on business development and client management. **

Job Summary

  • This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.
  • Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.
  • The role requires a high touch, client-focused individual with exceptional interpersonal skills, who can influence and proactively close business.

Matching Summary

Match Score: 75

** Bank of America is seeking a Private Client Advisor II in Melville, New York, to acquire new clients and deepen existing relationships while providing comprehensive financial solutions. The role requires significant experience in private banking and strong interpersonal skills, with a focus on business development and client management. **

Salary

Base: $100,000.00 - $275,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client Management Process
  • New client acquisition
  • Wealth strategy development
  • Integrated financial recommendations
  • Digital capability adoption

Nice-to-have

  • Trusted advisor role
  • Proactive client engagement
  • Collaboration with team specialists
  • Leadership in business community

Key Requirements

  • Series 7, 63 and 65 (or Series 7 and 66)
  • 12+ years of private banking/financial services experience
  • Ability to drive new business development for target client segment ($3MM++ investable assets)
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

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