Private Client Advisor II

Bank of America • Las Vegas, NV

4d • $100,000 - $275,000 • Onsite

About The Position

At Bank of America, this position supports the company’s purpose of helping make financial lives better through client connections and Responsible Growth. The role acquires new clients, deepens existing client relationships, and builds internal and external networks to achieve business development goals. It leads the Client Management Process and partners across the enterprise to deliver a Branded Client Experience, connecting clients with the full range of Private Bank and bank capabilities and services. The role is also responsible for client retention and may involve providing residential mortgage loans. Because the position requires SAFE Act registration, employees must register with the federal registry system, complete the required background check, and maintain good standing; failure to do so may result in disciplinary action up to and including termination.

Bank of America describes its culture as inclusive and caring, with a commitment to teammate development, recognition, and physical, emotional, and financial wellness. The company maintains an in-office culture for collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

• Series 7, 63, and 65 licenses, or Series 7 and 66; unlicensed candidates may be considered if willing to obtain the required licenses within 90 days of the start date.
• 12+ years of private banking and/or complex financial services experience, or equivalent financial services/business experience.
• Ability to drive new business development for the target client segment with $3MM++ in investable assets.
• Ability to present clients with a holistic approach using the entire Private Bank platform.
• High-touch, client-focused approach and exceptional interpersonal skills.
• Ability to recognize opportunities for client engagement and act proactively for the client’s benefit.
• Ability to influence, proactively ask for business, and close business.
• Solutions orientation, sales aptitude, and financial aptitude.
• Skilled negotiator.
• Ability to identify the need for team specialists and collaborate closely with other team members.
• Ability to take a leadership role on the team and within the business community.
• High School Diploma, GED, secondary school education, or equivalent.
• Must register with the federal registry system, complete the required SAFE Act background check, and remain in good standing.

Nice To Haves

• MBA or post-graduate degree.
• CFP, CPA, CFA, CTFA, CFM, or JD credential; listed as a significant plus.

Responsibilities

• Lead the Client Process Management Process within the client team to identify new business development opportunities.
• Source new clients in alignment with the bank’s established risk appetite.
• Lead the client team in delivering meaningful interactions and a Branded Client Experience.
• Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, responding to changes in the business environment or client needs.
• Advocate for clients and prospects as a trusted advisor, providing integrated recommendations on wealth structuring, credit facilities, banking, and asset management.
• Encourage adoption and use of digital capabilities to enhance client and client team experiences.
• Build relationships with internal and external partners and centers of influence.
• Ensure client retention.
• Potentially provide residential mortgage loans and meet SAFE Act registration requirements.

Benefits

• Industry-leading benefits; this role is currently benefits eligible.
• Access to paid time off.
• Resources and support for employees’ physical, emotional, and financial wellness.
• Formulaic incentive plan eligibility, with potential monthly, quarterly, and/or annual incentives based on performance against defined metrics.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED