Private Client Advisor
Not Disclosed•Full-TimeOn-site
location_on1769, San Jacinto Street, Downtown, Houston, Harris County, Texas, 77002, United States
About Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Join us!
Work location
Work model: On-site
1769, San Jacinto Street, Downtown, Houston, Harris County, Texas, 77002, United States
Houston, Texas
Key Responsibilities
- check_circleLead the Client Process Management Process to identify new business development opportunities
- check_circleSource new clients in alignment with the bank's established risk appetite
- check_circleDeliver meaningful interactions and a Branded Client Experience to the client team
- check_circleAdvocate for clients as a trusted advisor by providing integrated recommendations
- check_circleEncourage the use and adoption of digital capabilities to enhance the client experience
- check_circleBuild relationships with internal and external partners and centers of influence
- check_circleDevelop an in-depth understanding of clients' needs, preferences, and overall wealth strategy
Requirements
- verified10+ years of private banking or complex financial services experience
- verifiedSeries 7, 63 and 65 (or Series 7 and 66) required
- verifiedHigh School Diploma / GED / Secondary School or equivalent
- verifiedSAFE Act registration and background check
Nice to Have
MBA or Post-Graduate Degree. CFP, CPA, CFA, CTFA, CFM, or JD.
