Back to search results Private Client Advisor II Pittsburgh Pennsylvania Additional locations See less Apply Refer a friend Apply Job DescriptionAt Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve.At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join usJob DescriptionThis job is responsible for acquiring new clients deepening client relationships and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience including access to the full array of Private Bank and the banks capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain andor maintain SAFE Act registration may result in disciplinary action up to and including termination.ResponsibilitiesLeads the Client Process Management Process within the client team to identify new business development opportunitiesSources new clients in alignment with the banks established risk appetiteLeads the client team to deliver meaningful interactions and a Branded Client ExperienceDevelops an in-depth understanding of clients needs preferences and overall wealth strategy being responsive to changes in the business environment andor with client needsAdvocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring credit facilities banking and asset managementEncourages use and adoption of digital capabilities to enhance the client and client team experienceBuilds relationships with internal and external partners and centers of influenceRequired skills12 years of private banking or complex financial services experience OR equivalent financial servicesbusiness experienceResponsible for driving new business development for target client segment 3MM investable assetsPresent to clients a holistic approach leveraging the entire Private Bank platformA high touch client-focused individual with exceptional interpersonal skillsA leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the clientAbility to influence proactively asks for and closes businessSolutions oriented sales and financial aptitude a mustMust be a skilled negotiatorAbility to work and identify the need for team specialists collaborate closely with other team membersTakes on a leadership role on the team and within the business communitySeries 7 63 and 65 or Series 7 and 66 required may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start dateDesired skillsMBA or Post-Graduate Degree preferredCFP CPA CFA CTFA CFM or JD a significant plusAdditional Skills Used in this RoleBusiness developmentProspecting and QualificationOral CommunicationInvestment Products and SolutionClient team managementInfluencingConsultingProblem SolvingInvestment Products and SolutionsAdvisory SalesPipeline managementActive ListeningCollaboratioTransitioning client conversationsMinimum Education Requirement High School Diploma GED Secondary School or equivalentShift1st shift United States of AmericaHours Per Week 40 Learn more about this role Apply Refer a friend Apply Full time JR-25014629 Manages People No Travel Yes 5 of the time Share Save job Job saved