Private Client Advisor II
Company: Disability Solutions
Location: Chicago
Posted on: October 24, 2024
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Job Description:
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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. 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 is subject to SAFE Act registration
requirements. Pursuant to the SAFE Act requirements, all employees
engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or
maintain SAFE Act registration may result in disciplinary action up
to and including termination.Responsibilities:
Keywords: Disability Solutions, Skokie , Private Client Advisor II, Other , Chicago, Illinois
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