Bank of America

Private Client Advisor

Bank of America

Reading, MA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

As a Private Client Advisor at Bank of America, you will have the opportunity to provide personalized service to our high net worth clients, helping them achieve their financial goals. We are seeking an enthusiastic, detail-oriented, and customer service-minded individual with the qualifications and skills necessary to be successful in this role.The ideal candidate has a minimum of five years of experience in financial services, with a focus on private banking. The successful candidate must have excellent communication and interpersonal skills, a commitment to providing exceptional customer service, and a strong understanding of financial markets and product knowledge. The successful candidate must also possess the ability to build and maintain relationships with clients, demonstrate a professional and polished demeanor, and possess a strong commitment to our core values. The successful candidate must also be able to meet the Bank of America's compliance and licensing requirements.

Where is this job?
This job is located at Reading, MA, USA
Job Qualifications
  • Strong Communication Skills

  • Excellent Customer Service Skills

  • Analytical Thinking

  • Financial Advisory Experience

  • Financial Product Expertise

  • Professional Certifications (Eg. Series

  • Series )

  • Ability To Identify Financial Opportunities For Clients

  • High Level Of Integrity And Trustworthiness

Required Skills
  • Risk Management

  • Financial Analysis

  • Financial Planning

  • Account Management

  • Sales

  • Product knowledge

  • Problem Solving

  • Credit Analysis

  • Regulatory compliance

  • Client Relations

  • wealth management

  • Estate Planning

  • Negotiating

  • Tax Planning

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Advisor in Reading, MA, USA is $50,000-$90,000. This range depends on experience, education, and the size and type of firm the advisor works for.

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 21st, 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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