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

Are you interested in a tech career in the banking industry? Bank of America in San Jose, USA is hiring Private Client Advisor IIs to join their team. This is a great opportunity to work in a professional environment at the heart of the tech industry. As a Private Client Advisor II, you’ll be responsible for providing clients with advice and guidance related to their investment and wealth management needs. You’ll have opportunities to consult with clients to customize investments and financial strategies that meet their goals and objectives. Additionally, you’ll be responsible for providing clients with optimal portfolio strategy and performance reviews, asset allocation and monitoring, and portfolio rebalancing. You’ll need to have excellent communication skills, be analytical, and possess a strong knowledge of financial regulations and tax laws. The ability to build and maintain strong relationships with clients is essential. This is a full-time role, so you must be available to work evenings and weekends as needed to handle clients’ requests or answer inquiries. Our competitive compensation and benefits package includes a base salary and incentives such as 401k, health, dental, vision, and life insurance. With a career in banking at Bank of America, you’ll have the opportunity to work with leaders who have a passion for financial and technology innovation. Find out more about the Private Client Advisor II position by visiting Expoint. Don’t miss your chance to join the team and be part of this exciting journey!