Bank of America

Private Client Advisor

Bank of America

Miami, FL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Bank of America, our Private Client Advisors are responsible for providing extraordinary service to our clients and helping them to achieve their financial goals. We are looking for an experienced, enthusiastic team member to join our team, who is passionate about building meaningful relationships with clients and providing an outstanding customer experience.The ideal candidate will have a minimum of three years' experience in a financial services environment, including knowledge of banking and investment products, services, and regulations. They will be able to demonstrate an understanding of the complexities of managing wealth, and have a commitment to providing the highest level of service. The successful applicant will have excellent interpersonal and communication skills, a positive attitude, and the ability to think and act independently. They should be highly organized, analytical, and detail-oriented, and have the ability to multi-task and prioritize effectively. Above all, they will be committed to delivering the highest level of service and be passionate about helping our clients achieve their financial goals.

Where is this job?
This job is located at Miami, FL, USA
Job Qualifications
  • Economics

  • Or Related Field

  • Bachelor's Degree In Business

  • Strong Interpersonal And Communication Skills

  • Ability To Work Independently And As Part Of A Team

  • Ability To Develop And Maintain Relationships

  • Proven Sales And Customer Service Experience

  • Ability To Prioritize And Manage Multiple Tasks

  • Understanding Of Financial Markets And Investment Products

  • Knowledge Of Regulatory Compliance

Required Skills
  • Financial Reporting

  • Strategic Planning

  • Financial Planning

  • Account Management

  • Problem Solving

  • Negotiation

  • Analytical Thinking

  • Credit Analysis

  • Portfolio Management

  • Risk assessment

  • Transaction processing

  • Regulatory compliance

  • Client Relations

  • wealth management

  • Investment Strategies

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Advisor in Miami, FL, USA is between $50,000 and $80,000 per year. This range varies depending on the individual’s experience, qualifications, and company. Other factors that could affect the salary range include the size of the client base, the complexity of the services being provided, and the growth potential of the position.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 6th, 2023
Apply BeforeSeptember 18th, 2025
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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