What’s Bank of America like in terms of their business, the role, and the work culture?

Well, a Private Client Advisor II is all about building and deepening relationships with clients. They focus on acquiring new clients, managing client needs, and ensuring a great experience by connecting them with the bank’s various services. It’s really about being a trusted advisor and helping clients with their wealth strategies.

You’ll need at least 12 years of experience in private banking or complex financial services. If you’ve got a strong background in financial services or business, that could work too. Plus, you’ll need to have or be willing to get certain licenses, like Series 7 and 63 or 65.

Actually, this position is in-office, but Bank of America does allow for some flexibility based on the role. They really emphasize creating a great workplace culture, so they want to make sure their employees feel supported.

Some key responsibilities include leading the client management process, identifying new business opportunities, and advocating for clients as their trusted advisor. You’ll also be building relationships with both internal and external partners to enhance the client experience.

Yes, since this role may involve providing residential mortgage loans, you’ll need to register with the federal registry system under the SAFE Act. It’s important to maintain that registration, as failing to do so could lead to disciplinary action.