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Private Client Advisor II
Forest Hills, NY Salary: $150,000 - $200,000 Job Title: Private Client Advisor II Experience: 12 years of private banking or complex financial services experience OR equivalent financial services/business experience Department: Private Banking Salary Information: Salary range: $150,000 - $200,000 Bonuses and incentives may be offered based on performance Responsibilities: Acquire new clients and deepen relationships with existing clients Build a strong network to achieve business development goals Lead the Client Management Process and provide a Branded Client Experience Understand clients' needs and provide integrated recommendations Encourage use of digital capabilities for enhanced client experience Develop relationships with internal and external partners Remain updated on changes in the business environment and client needs Advocate for clients and act as a trusted advisor Collaborate with team members and identify the need for team specialists Take on a leadership role within the team and business community Ensure retention of clients Required Skills: 12 years of private banking or complex financial services experience OR equivalent financial services/business experience Ability to drive new business development for target client segment with $3MM investable assets Strong interpersonal skills and client-focused attitude Ability to influence and close business Solutions-oriented with sales and financial aptitude Skilled negotiator Ability to work and collaborate with team members Series 7, 63, and 65 (or Series 7 and 66) required (may obtain licenses after start) Desired Skills: MBA or Post-Graduate Degree preferred Certifications such as CFP, CPA, CFA, CTFA, CFM, or JD a plus Shift: 1st shift (United States of America) Hours Per Week: 40 Travel: 5% of the time Company: Bank of America Location: Forest Hills, New York Job Type: Full-time H1: Private Client Advisor II at Bank of America in Forest Hills, New York H2: Join our team and make a difference in the financial lives of our clients! Bullet Points: - Seeking a highly experienced private banking professional with 12 years of experience - Responsible for driving new business development for clients with $3MM investable assets - Advocates for clients and provides integrated recommendations for their wealth strategy - Encourages use of digital capabilities for enhanced client experience - Collaborates with internal and external partners to provide a Branded Client Experience - Must have Series 7, 63, and 65 (or Series 7 and 66) licenses or willing to obtain within 90 days of start date - MBA or Post-Graduate Degree preferred, certifications such as CFP, CPA, CFA, CTFA, CFM, or JD a plus - Competitive salary range of $150,000 - $200,000 with potential bonuses and incentives based on performance - Full-time position with 40 hours per week, occasional travel required - Join a diverse and inclusive workplace that values employee well-being and offers competitive benefits |
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