Private Client Advisor II job opportunity at Bank Of America.

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DatePosted 30+ Days Ago bot
Bank Of America Private Client Advisor II
Experience: 12-years
Pattern: full-time
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loacation US - TN - Nashville - 222 2nd Ave S (TN9120), United States Of America
loacation US - TN - Nash..........United States Of America

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 do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Leads the Client Process Management Process within the client team to identify new business development opportunities Sources new clients in alignment with the bank's established risk appetite 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 Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management Encourages use and adoption of digital capabilities to enhance the client and client team experience Builds relationships with internal and external partners and centers of influence Required skills:      12+ years of private banking or complex financial services experience OR   equivalent financial services/business experience   Responsible for driving new business development for target client segment ($3MM++ investable assets)    Present to clients a holistic approach, leveraging the entire Private Bank platform    A high touch, client-focused individual with exceptional interpersonal skills    A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client    Ability to influence; proactively asks for and closes business    Solutions oriented; sales and financial aptitude a must    Must be a skilled negotiator    Ability to work and identify the need for team specialists; collaborate closely with other team members    Takes on a leadership role on the team and within the business community    Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)     Desired skills:      MBA or Post-Graduate Degree preferred    CFP, CPA, CFA, CTFA, CFM or JD a significant plus     Additional Skills Used in this Role:      Business development      Prospecting and Qualification    Oral Communication    Investment Products and Solutions    Client team management    Influencing    Consulting    Problem Solving    Investment Products and Solutions    Advisory Sales    Pipeline management    Active Listening    Collaboration    Transitioning client conversations   Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week:  40

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