Private Client Advisor II
On-site · Tampa, Florida, United States
Job Summary
This Private Client Advisor II role focuses on acquiring new clients and deepening relationships by leveraging Bank of America's Private Bank capabilities. You will lead the Client Management Process, partner across the enterprise to deliver a Branded Client Experience, and work to meet client needs through wealth planning, credit facilities, asset management, and other bank services. The position may involve residential mortgage loan originations under SAFE Act requirements and includes a focus on high-touch, relationship-driven service, digital adoption, and collaboration with internal and external partners. Strong licensing (Series 7/63/65 or 7/66) and extensive private banking experience are required, with a track record of driving new business development and delivering integrated wealth solutions.
Required Qualifications
- Series 7, 63 and 65 (or Series 7 and 66) licensing
- unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach leveraging the Private Bank platform
- High touch, client-focused interpersonal skills
- Leadership and collaboration with team members
- Negotiation skills and solution-oriented mindset
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
- MBA or Post-Graduate Degree a significant plus
Additional Requirements
- None specified
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