Bank of America

Bank of America

Private Client Advisor II

Sarasota, FL · Mid · Mid Level

Sponsorship not specifiedDetected 52 days ago
Business DevelopmentLeadershipCommunicationCollaborationProblem SolvingCFA

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odds of building a lasting career here

38Risky
Cap-exempt (no lottery)0
Sponsors this role85
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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About the role

  • 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.
  • We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

Responsibilities

  • Leads the Client Process Management Process within the client team to identify new business development opportunities
  • Leads the client team to deliver meaningful interactions and a Branded Client Experience
  • Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
  • Builds relationships with internal and external partners and centers of influence
  • Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.

Requirements

  • 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
  • Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
  • Ability to influence
  • Must be a skilled negotiator
  • Ability to work with and identify the need for team specialists
  • MBA or Post-Graduate Degree

Nice to have

  • CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Skills

  • Business Development
  • Client Management
  • Client Solutions Advisory
  • Prospecting
  • Wealth Planning
  • Analytical Thinking
  • Oral Communications
  • Referral Management
  • Relationship Building
  • Risk Management
  • Active Listening
  • Attention to Detail

Company info

  • Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
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This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.