Bank of America

Private Client Advisor

Bank of America

San Antonio, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

As a Private Client Advisor at Bank of America, you will be part of a team providing comprehensive financial services to our most valued customers. Working in a fast-paced, customer-focused environment, you will have the opportunity to use your expertise and knowledge to develop relationships, understand client goals, and provide tailored advice to help them reach their financial objectives.We are looking for an individual with strong interpersonal, customer service and sales skills. You should be highly organized, have a passion for helping people, and be able to provide solutions tailored to each individual’s needs. To be successful, you will need to demonstrate the ability to build relationships with clients, identify and satisfy their needs, and provide advice on the financial products and services that will best meet their needs. The ideal candidate will have a bachelor’s degree in finance, accounting or a related field, have at least 3-5 years of banking experience, and have a good understanding of the products and services offered by Bank of America.

Where is this job?
This job is located at San Antonio, TX, USA
Job Qualifications
  • Understanding Of Financial Markets

  • Ability To Build Relationships With Clients

  • Strong Interpersonal Skills

  • Excellent Communication Skills

  • Ability To Identify Customer Needs

  • Professionalism

  • Knowledge Of Investment Strategies

  • Proven Track Record For Meeting Sales Goals

Required Skills
  • Consulting

  • Networking

  • Communication

  • Sales

  • Negotiation

  • Problem-Solving

  • Customer-Service

  • Relationship-Building

  • Data-Analysis

  • Risk-Management

  • Financial-Planning

  • Regulatory-Compliance

  • Portfolio-Management

  • Investment-Planning

  • Wealth-Management

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • collaboration

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Private Client Advisor in San Antonio, TX, USA is between $47,000 and $130,000. The salary range can vary based on experience, job title, industry, company size, and other factors.

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 BeforeJuly 20th, 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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