Bank of America

Private Client Advisor

Bank of America

Bloomington, MN, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

As a Private Client Advisor at Bank of America, you will be responsible for providing comprehensive financial advice and guidance to a select group of high-net-worth clients. You will be the single point of contact for these clients, utilizing your knowledge of the financial services industry and specialized expertise in wealth management to create tailored financial strategies. This role requires an individual who is highly motivated, organized and comfortable building relationships with clients in order to develop lifelong trust.The ideal candidate should possess a minimum of 3-5 years of experience in financial services, with a focus on wealth management. A Bachelor's degree in a related field such as finance, economics, accounting or business is also required. Excellent communication and interpersonal skills are a must, as well as the ability to provide guidance, problem-solve, and take initiative. If you have the ability to think analytically, build rapport with clients, and identify opportunities to provide superior customer service, then this role may be a perfect fit for you.

Where is this job?
This job is located at Bloomington, MN, USA
Job Qualifications
  • Strong Interpersonal And Communication Skills

  • Bachelor’s Degree In Finance

  • Knowledge Of Financial Markets And Products

  • Understanding Of Regulatory And Compliance Requirements

  • Minimum Of Years Of Experience In Private Banking

  • Proven Expertise In Financial Analysis

  • Analytical And Problem-Solving Capabilities

  • Proven Customer Service And Relationship-Building Skills

  • Economics Or A Related Field

Required Skills
  • Financial Analysis

  • Networking

  • Communication

  • Sales

  • Marketing

  • Product knowledge

  • Multitasking

  • Attention to detail

  • Problem Solving

  • Negotiation

  • customer service

  • Relationship Management

  • Client Service

  • Compliance

  • Organizational

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Organizational

Compensation

According to JobzMall, the average salary range for a Private Client Advisor in Bloomington, MN, USA is $45,000 to $63,000 per year. This range may vary depending on the experience, qualifications, and other factors of the job.

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 BeforeJune 9th, 2026
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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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