Private Client Advisor Ii jobs at Bank Of America in United States, Dallas

Are you looking for an exciting new opportunity in the tech industry? Bank of America in the United States, Dallas, is seeking an experienced Private Client Advisor II. In this role, you’ll be part of a big team helping to provide exceptional financial advice to high-net-worth individuals. You’ll work with a team of professionals, helping to understand the clients’ wealth management goals. You must be able to combine advanced financial concepts and leading-edge technology. This is a great opportunity for an individual looking to contribute to the success of their team. Your primary focus will be developing client understanding and trust to build strong relationships. The ideal candidate must possess excellent problem-solving and communication skills. Responsibilities will include providing consultation to clients, developing and recommending investment strategies, and providing integrated financial strategies. Additionally, you’ll be able to provide in-depth analysis, adjust financial portfolios, and refer clients to other Bank of America specialists where appropriate. This is a high-powered, high-profile role. Qualified candidates will possess Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses, five or more years of experience as a wealth management advisor, and in-depth knowledge and experience in relationship management. If you’re looking to work in a dynamic, fast-paced atmosphere, this is the perfect opportunity for you. As the Private Client Advisor II at Bank of America, you’ll have the chance to build lasting relationships and provide valuable financial assistance to high-net-worth individuals. Come and join the tech industry and make an impact at Bank of America’s Dallas, TX location with Expoint.