Private Client Advisor II

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Requirements

• Lead the Client Management Process
• Source new clients
• Deliver meaningful interactions and a Branded Client Experience
• Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy
• Advocate for clients and prospects as their trusted advisor
• Build relationships with internal and external partners and centers of influence

Benefits

• Paid Time Off
• 401k Matching