Private Client Advisor II

5 Months ago

nan, New York, United States

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Job Description

Job ID 24011877 Private Client Advisor II Forest Hills New York nav Skip to main content Personal Small business Wealth management Businesses institutions About us Campus careers Company Values purpose What we re looking for How we re organized Where we re headed Culture Shared interests Diversity inclusion Do things that matter Joining us Hiring process Events Coming back Career Development Benefits Part of the package Career mobility Search jobs Employee login Resources How can we help you Applicant Login Campus Careers FAQs Change your location No match found Suggestion list is available use arrows keys to navigate Back to search results Private Client Advisor II Forest Hills New York Additional locations See less Apply Refer a friend Apply 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 Responsible Growth is how we run our company and how we deliver for our clients teammates communities and shareholders every day One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world We re devoted to being a diverse and inclusive workplace for everyone We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical emotional and financial well being Bank of America believes both in the importance of working together and offering flexibility to our employees We use a multi faceted approach for flexibility depending on the various roles in our organization Working at Bank of America will give you a great career with opportunities to learn grow and make an impact along with the power to make a difference 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 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 Collaboration Decision Making Loan Structuring Shift 1st shift United States of America Hours Per Week 40 Learn more about this role Apply Refer a friend Apply Full time JR 24011877 Manages People No Travel Yes 5 of the time New York pay and benefits information New York pay range 100 000 250 000 annualized salary offers to be determined based on experience education and skill set Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions Formulaic plans may be comprised of monthly quarterly and or annual incentive opportunities Incentives are earned based on the employee s performance against defined metrics Benefits This role is currently benefits eligible We provide industry leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share Save job Job saved Street Address Primary Location 6965 Yellowstone Blvd NY Forest Hills 11375 Change your location No match found Suggestion list is available use arrows keys to navigate Company Values purpose What we re looking for How we re organized Where we re headed Culture Shared interests Diversity inclusion Do things that matter Joining us Hiring process Events Coming back Career Development Benefits Part of the package Career mobility close Popup Advertising Practices Advertising Practices We strive to provide you with information about products and services you might find interesting and useful Relationship based ads and online behavioral advertising help us do that Bank of America participates in the Digital Advertising Alliance DAA self regulatory Principles for Online Behavioral Advertising and uses the Advertising Options Icon on our behavioral ads on non affiliated third party sites excluding ads appearing on platforms that do not accept the icon Ads served on our behalf by these companies do not contain unencrypted personal information and we limit the use of personal information by companies that serve our ads To learn more about ad choices or to opt out of interest based advertising with non affiliated third party sites visit YourAdChoices layer powered by the Digital Advertising Alliance or through the Network Advertising Initiative s Opt Out Tool layer You may also visit the individual sites for additional information on their data and privacy practices and opt out options To learn more about relationship based ads online behavioral advertising and our privacy practices please review Bank of America Online Privacy Notice and our Online Privacy FAQs End of content Data protection notice Pay transparency Site map Privacy Security Advertising practices Bank of America N A Member FDIC Equal Housing Lender 2024 Bank of America Corporation Connect with us Facebook Instagram Bank of America Bank of America Merrill Lynch Merrill Lynch Pinterest Twitter YouTube Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race religious creed religion color sex sexual orientation genetic information gender gender identity gender expression age national origin ancestry citizenship protected veteran or disability status or any factor prohibited by law and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action in accordance with all applicable federal state provincial and municipal laws The company also prohibits discrimination on other bases such as medical condition marital status or any other factor that is irrelevant to the performance of our teammates To view the EEO is the Law poster CLICK HERE To view the EEO is the Law Supplement CLICK HERE Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse Our Drug Free Workplace and Alcohol Policy Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment To view Bank of America s Drug free workplace and alcohol policy CLICK HERE Important notice You are now leaving Bank of America By clicking Continue you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security Bank of America is not responsible for and does not endorse guarantee or monitor content availability viewpoints products or services that are offered or expressed on other websites You can click the Return to Bank of America button now to return to the previous page or you can use the Back button on your browser after you leave Continue Return to Bank of America

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Bank of America

Bank of America

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Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and...read more

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