Bank of America

Private Client Advisor

Bank of America

Richmond, VA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Bank of America, where we strive to provide exceptional financial services to our clients. We are currently seeking a skilled and dedicated Private Client Advisor to join our team. As a Private Client Advisor, you will have the opportunity to work closely with high net worth individuals and provide them with personalized financial guidance and solutions. This is a unique opportunity to use your expertise and build strong relationships with our clients. We are looking for someone who is driven, knowledgeable, and passionate about helping others achieve their financial goals. If you have a strong background in wealth management and a desire to make a positive impact in people's lives, we encourage you to apply for this position.

  1. Provide exceptional financial services to clients of Bank of America.
  2. Work closely with high net worth individuals to understand their financial needs and goals.
  3. Develop and maintain strong relationships with clients.
  4. Offer personalized financial guidance and solutions to clients.
  5. Utilize expertise in wealth management to assist clients in achieving their financial goals.
  6. Stay updated on industry trends and changes in the market to provide informed advice to clients.
  7. Collaborate with other team members to ensure seamless and efficient service delivery to clients.
  8. Maintain a high level of professionalism and confidentiality while handling sensitive financial information.
  9. Act as a brand ambassador for Bank of America, promoting our services and values to clients.
  10. Continuously strive to meet and exceed performance targets and contribute to the overall success of the team.
Where is this job?
This job is located at Richmond, VA, USA
Job Qualifications
  • Series 7 And 66 Licenses, Or Willingness To Obtain Them Within A Specified Timeframe.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.

  • Bachelor's Degree In Finance, Business, Economics, Or A Related Field.

  • Minimum Of 3-5 Years Of Experience In Wealth Management Or Private Banking.

  • Strong Knowledge Of Investment Products, Financial Planning, And Tax Strategies.

Required Skills
  • Financial Planning

  • Portfolio Management

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Client communication

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Investment Strategies

  • Cross

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Client Advisor in Richmond, VA, USA is $63,000 to $120,000 per year. This range can vary depending on factors such as experience, qualifications, and the specific company or organization the advisor works for. Private Client Advisors typically earn a base salary plus bonuses and commission based on the performance of their clients' investments.

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 10th, 2024
Apply BeforeDecember 15th, 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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