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

The Private Client Advisor II role at Bank of America in Newport Beach, U.S. provides a unique and exciting opportunity for tech industry professionals. This position offers individuals the chance to join an esteemed team of banking leaders as an instrumental member of the bank’s wealth management business. As a Private Client Advisor II, you will provide solutions and advice to high net worth individuals, families, businesses, charitable foundations and endowments. Your role will involve evaluating and analyzing complex financial situations in a comprehensive manner, while ensuring the efficient and timely execution of beneficial and appropriate strategies. In this role, you'll show strong leadership skills and be able to manage a demanding workload. Your deep commitment to client service will ensure that you consistently exceed customer expectations. With a focus on high quality understanding and service, you'll assess clients’ risk tolerance, develop custom financial strategies, and monitor and regularly report on investments and situation performance. Private Client Advisors II play a vital role at the bank, as they provide skillful guidance and foster relationships while servicing their clients. With the history and global stature of Bank of America, this role offers tech professionals the chance to make their mark within the banking industry. At Expoint, we are proud to offer this unique opportunity to join the Bank of America wealth management business as a Private Client Advisor II. If you are looking for a challenging and rewarding career that makes use of your technical skills, this is the role for you. Come develop your career and make a difference today.