Private Client Advisor Ii jobs at Bank Of America in United States, Atlanta
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Atlanta
30 jobs found
15.09.2025
BOA
Bank Of America Wealth Management Client Associate United States, Georgia, Atlanta
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Developing a book of business in order to meet and exceed the required performance hurdles. Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Develops detailed, comprehensive and well-structured test cases based on functional, non-functional, and compliance requirements. Leads test planning, usually at a team level. When part of a Scrum team, ensure stories...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Evaluates credit worthiness and provides analysis and recommendations on whether a client should receive a credit facility. Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
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