Private Client Advisor II- Executive Coverage

Bank of America•Melville, LA

5d•$225,000 - $298,300•Onsite

About The Position

The Private Client Advisor II provides exceptional client service and coverage to corporate executives through Bank of America’s Executive Wealth Services team. The role focuses on deepening client relationships and delivering best-in-class service to executives by leading the Client Management Process and partnering across the enterprise to provide a branded client experience. The advisor connects clients with the full array of Private Bank and Bank of America capabilities and services to meet their specific needs. The position may involve residential mortgage loan origination and therefore requires SAFE Act registration and completion of the required background check. Employees must maintain registration in good standing; failure to obtain or maintain it may result in disciplinary action, up to and including termination. This is a first-shift role in Melville, New York, with a stated schedule of 40 hours per week. The position is eligible for a formulaic incentive plan and benefits. The stated annualized pay range is $225,000 to $298,300, with offers determined by experience, education, and skill set.

Requirements

Ability to present clients with a holistic approach leveraging the entire Private Bank platform.
High-touch, client-focused approach and exceptional interpersonal skills.
Ability to recognize opportunities for client engagement and proactively act on them to benefit the client.
Ability to influence, proactively ask for business, and close business.
Solutions-oriented approach; sales and financial aptitude.
Skilled negotiation ability.
Ability to work with and 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, or equivalent.
SAFE Act registration and required background check if engaged in residential mortgage loan origination.

Nice To Haves

MBA or post-graduate degree.
CFP, CPA, CFA, CTFA, CFM, or JD credential.

Responsibilities

Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, responding to changes in the business environment and client needs.
Lead the Client Management Process within the client team to provide exceptional service, deepen existing relationships, and deliver a branded client experience.
Advocate for clients and prospects as a trusted advisor, providing integrated recommendations that may include wealth structuring, credit facilities, banking, and asset management.
Encourage the use and adoption of digital capabilities to enhance the client and client team experience.
Build relationships with internal and external partners and centers of influence.