Back to search results Private Client Advisor II Baltimore, Maryland Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.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.Responsibilities:Leads the Client Process Management Process within the client team to identify new business development opportunitiesSources new clients in alignment with the bank's established risk appetiteLeads the client team to deliver meaningful interactions and a Branded Client ExperienceDevelops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needsAdvocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset managementEncourages use and adoption of digital capabilities to enhance the client and client team experienceBuilds relationships with internal and external partners and centers of influenceRequired Qualifications:Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date12+ years of private banking and/or complex financial services experience or equivalent financial services/business experienceAbility to drive new business development for target client segment ($3MM++ investable assets)Ability to present to clients a holistic approach, leveraging the entire Private Bank platformHigh touch, client-focused individual with exceptional interpersonal skillsLeader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the clientAbility to influence; proactively asks for and closes businessSolutions oriented; sales and financial aptitude a mustMust be a skilled negotiatorAbility to work with and identify the need for team specialists; collaborate closely with other team membersTakes on a leadership role on the team and within the business communityDesired Qualifications:MBA or Post-Graduate DegreeCFP, CPA, CFA, CTFA, CFM or JD a significant plusSkills:Business DevelopmentClient ManagementClient Solutions AdvisoryProspectingWealth PlanningAnalytical ThinkingOral CommunicationsReferral ManagementRelationship BuildingRisk ManagementActive ListeningAttention to DetailCollaborationDecision MakingLoan StructuringMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26017457 Manages People: No Travel: Yes, 5% of the time Age requirement: Must at least be 18 years of age. Maryland pay and benefits information Maryland pay range: $100,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved