Private Client Advisor II

Are you a highly motivated and experienced financial professional looking for a new challenge? Look no further than Bank of America's Private Client Advisor II position! We are seeking a dynamic and client-focused individual to join our team and provide exceptional wealth management services to our high net worth clients. As a Private Client Advisor II, you will have the opportunity to use your expertise and build long-lasting relationships with our valued clients. This role requires a strong understanding of financial planning, investment strategies, and excellent communication skills. If you are ready to take your career to the next level and make a positive impact on clients' financial well-being, we want to hear from you!

1. Provide exceptional wealth management services to high net worth clients.
2. Build and maintain strong relationships with clients.
3. Conduct thorough financial planning for clients, including investment strategies.
4. Stay up-to-date on industry trends and changes in the financial market.
5. Collaborate with other team members to develop comprehensive financial strategies for clients.
6. Communicate effectively with clients to understand their goals and objectives.
7. Analyze and review clients' financial statements and reports.
8. Identify potential opportunities for growth and recommend appropriate financial solutions to clients.
9. Ensure compliance with all regulatory and internal policies and procedures.
10. Continuously monitor and evaluate clients' portfolios to make necessary adjustments.
11. Provide guidance and support to less experienced team members.
12. Participate in business development activities to attract new high net worth clients.
13. Demonstrate a high level of professionalism and confidentiality in handling sensitive financial information.
14. Maintain a thorough understanding of Bank of America's products and services.
15. Collaborate with other departments within the bank to provide a seamless and exceptional client experience.

According to JobzMall, the average salary range for a Private Client Advisor II in Rochester, NY, USA is $70,000-$120,000 per year. This range may vary depending on the specific company, industry, and level of experience of the individual.

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.