Private Client Advisor II

Job description

• At 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 an 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.
• Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
• At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
• Join us

Job description

• This 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 bank's capabilities and services to meet specific client needs.
• Job expectations include ensuring retention of clients.
• This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
• Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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.
• Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination