Private Client Advisor II

Private Client Advisor II

Kansas City, Missouri

To proceed with your application, you must be at least 18 years of age.

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!

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

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

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, 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.

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.

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.