
Private Client Advisor
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.
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
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
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
self-motivation
Teamwork
Adaptability
Problem-Solving
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.
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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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