at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 2 days ago

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**Private Client Advisor II – Executive Coverage** Seeking an experienced **Private Client Advisor II** to join our elite Executive Coverage team. Core responsibilities include driving personalized wealth management strategies for high-net-worth individuals, fostering client relationships, and leveraging cross-functional teams to deliver comprehensive solutions. Proven success in private client management, along with a strong background in investments, financial planning, and wealth preservation strategies, is essential. Demonstrated experience with CRM platforms, market data tools, and portfolio management systems required. This senior-level role demands strong leadership skills, business acumen, and the ability to navigate complex, high-stakes environments with discretion. CCWC and/or CFP certifications preferred.

Compensation

Not specified

Currency: Not specified

City

New York City

Country

United States