Private Client Advisor Ii

Bank of America

San Francisco, United States
Base: $100,000.00 - $275,000.00; bonus/equity: for...
Client management process
Responsible growth
New client acquisition
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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • 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; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client Management Process
  • Responsible Growth
  • new client acquisition
  • deepening client relationships
  • Branded Client Experience

Nice-to-have

  • inclusive workplace
  • exceptional interpersonal skills
  • skilled negotiator
  • solutions oriented
  • leadership role

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter