Bank of America

Private Client Advisor

Bank of America

Palo Alto, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

As a Private Client Advisor at Bank of America, you will be a trusted advisor and financial consultant to our clients. You will provide comprehensive wealth strategies and solutions to help them meet their financial needs. This is an exciting opportunity to work with high-net-worth individuals and families to create integrated strategies tailored to their individual goals.To be successful in this role, you will need to demonstrate outstanding customer service and communication skills, as well as a strong background in financial services and investments. You will also need to be knowledgeable in regulatory and compliance matters, possess a professional attitude, and be able to build lasting relationships with our clients. If you are a motivated, proactive individual who is passionate about helping people attain their financial goals, this may be the job for you.

Where is this job?
This job is located at Palo Alto, CA, USA
Job Qualifications
  • Strong Interpersonal Skills

  • Excellent Communication Skills

  • Financial Services Experience

  • Knowledge Of Bank Of America Products And Services

  • Ability To Build Relationships

  • Problem-Solving Skills

  • Investment Experience

  • Business Management Degree

Required Skills
  • Documentation

  • Risk Management

  • Data Entry

  • Networking

  • Communication

  • Conflict Resolution

  • customer service

  • Compliance

  • Problem-Solving

  • Advising

  • Investment planning

  • Negotiating

  • Analyzing

  • Selling

  • Regulatory Knowledge

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Advisor in Palo Alto, CA, USA is $68,622 to $82,717.

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 BeforeAugust 19th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started