Bank of America
Private Client Advisor II – Austin, TX
Join to apply for the
Private Client Advisor II – Austin, TX
role at
Bank of America .
Job Overview At Bank of America we are guided by a purpose to help make financial lives better through the power of every connection. As a Private Client Advisor, you will acquire new clients, deepen client relationships, and build upon an internal and external network to achieve business development goals. You will lead the Client Management Process and partner across the enterprise to provide a branded client experience, ensuring client retention and compliance with SAFE Act registration requirements.
Key Responsibilities
Lead the Client Process Management Process within the client team to identify new business development opportunities.
Source new clients in alignment with the bank’s risk appetite.
Lead the client team to deliver meaningful interactions and a branded client experience.
Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy.
Advocate for clients and prospects as trusted advisors, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
Encourage use and adoption of digital capabilities to enhance the client and client team experience.
Build relationships with internal and external partners and centers of influence.
Required Qualifications
12+ years of private banking or complex financial services experience or a bachelor’s degree.
Driving new business development for target client segments ($3MM++ investable assets).
Holistic client presentation leveraging the entire Private Bank platform.
Client‑focused interpersonal skills and leadership ability.
Strong influencing, negotiation, and sales aptitude.
Ability to collaborate with team specialists and close business.
Series 7, 63 and 65 (or Series 7 and 66) licenses required; unlicensed candidates may be considered if willing to obtain licenses within 90 days.
Desired Qualifications
MBA or post‑graduate degree.
CFP, CPA, CFA, CTFA, CFM, or JD.
Skills Used In This Role
Business development
Prospecting and qualification
Oral communication
Investment products and solutions
Client team management
Influencing
Consulting
Problem solving
Advisory sales
Pipeline management
Active listening
Collaboration
Transitioning client conversations
Minimum Education High School Diploma / GED / Secondary School or equivalent
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industry Banking
#J-18808-Ljbffr
Private Client Advisor II – Austin, TX
role at
Bank of America .
Job Overview At Bank of America we are guided by a purpose to help make financial lives better through the power of every connection. As a Private Client Advisor, you will acquire new clients, deepen client relationships, and build upon an internal and external network to achieve business development goals. You will lead the Client Management Process and partner across the enterprise to provide a branded client experience, ensuring client retention and compliance with SAFE Act registration requirements.
Key Responsibilities
Lead the Client Process Management Process within the client team to identify new business development opportunities.
Source new clients in alignment with the bank’s risk appetite.
Lead the client team to deliver meaningful interactions and a branded client experience.
Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy.
Advocate for clients and prospects as trusted advisors, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
Encourage use and adoption of digital capabilities to enhance the client and client team experience.
Build relationships with internal and external partners and centers of influence.
Required Qualifications
12+ years of private banking or complex financial services experience or a bachelor’s degree.
Driving new business development for target client segments ($3MM++ investable assets).
Holistic client presentation leveraging the entire Private Bank platform.
Client‑focused interpersonal skills and leadership ability.
Strong influencing, negotiation, and sales aptitude.
Ability to collaborate with team specialists and close business.
Series 7, 63 and 65 (or Series 7 and 66) licenses required; unlicensed candidates may be considered if willing to obtain licenses within 90 days.
Desired Qualifications
MBA or post‑graduate degree.
CFP, CPA, CFA, CTFA, CFM, or JD.
Skills Used In This Role
Business development
Prospecting and qualification
Oral communication
Investment products and solutions
Client team management
Influencing
Consulting
Problem solving
Advisory sales
Pipeline management
Active listening
Collaboration
Transitioning client conversations
Minimum Education High School Diploma / GED / Secondary School or equivalent
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industry Banking
#J-18808-Ljbffr