Private Client Advisor Ii

Bank of America (GHR)

Paramus, NJ, US
Base: $100,000.00 - $275,000.00 annualized salary;...
Acquiring new clients
Deepening client relationships
Client management process
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Salary

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

Skills & Requirements

Must-have

  • Acquiring new clients
  • Deepening client relationships
  • Client Management Process
  • Business development goals
  • Drive new business development

Nice-to-have

  • Client-focused individual
  • Exceptional interpersonal skills
  • Solutions oriented
  • Skilled negotiator
  • Leadership role on the team

Key Requirements

  • 12+ years private banking experience
  • Target client segment $3MM++
  • Series 7, 63 and 65 required
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter