Not specified; not specified; competitive benefits...
Not specified (assumed flexible/hybrid based on company culture).
10+ years private banking experience
Series 7, 63, and 65 licenses required
Prospecting new clients with $3mm assets
Bank of America Merrill Lynch is seeking a Private Client Advisor responsible for acquiring and deepening client relationships while providing a comprehensive array of financial services. The role emphasizes client engagement, business development, and collaboration within a team, requiring extensive experience in private banking or financial services
Job Summary
The role is responsible for acquiring new clients and deepening relationships to achieve business development goals.
Employees must lead the Client Management Process and partner across the enterprise to provide a branded client experience.
The position requires maintaining SAFE Act registration and passing a federal background check.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Private Client Advisor responsible for acquiring and deepening client relationships while providing a comprehensive array of financial services. The role emphasizes client engagement, business development, and collaboration within a team, requiring extensive experience in private banking or financial services.
Salary
Not specified; Not specified; Competitive benefits offered
Skills & Requirements
Must-have
10+ years private banking experience
Series 7, 63, and 65 licenses required
Prospecting new clients with $3MM assets
Nice-to-have
Holistic wealth strategy approach
Digital capabilities adoption
Strong negotiation skills
Key Requirements
10+ years of private banking or complex financial services experience
Series 7, 63, and 65 (or Series 7 and 66) licenses
SAFE Act registration and background check compliance