Private Client Advisor Ii

Bank of America

Los Angeles, United States
Base: $100,000.00 - $275,000.00 annualized salary;...
Onsite
Client management process
Responsible growth
Branded client experience
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals

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.
  • 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

This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.

Salary

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

Skills & Requirements

Must-have

  • Client Management Process
  • Responsible Growth
  • Branded Client Experience
  • Business Development Goals
  • Client Retention

Nice-to-have

  • Inclusive workplace
  • Teamwork and collaboration
  • Financial wellness support
  • Community impact

Key Requirements

  • Series 7, 63 and 65 (or Series 7 and 66)
  • 12+ years of private banking experience
  • Ability to drive new business development
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter