Private Client Advisor II: Wealth Strategy
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-01-15
Listing for:
Bank of America
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Banking & Finance, Financial Services
Job Description & How to Apply Below
A leading financial institution in Richmond, VA, seeks an experienced banking professional to lead client process management. The role requires over 12 years of experience in private banking and strong client-focused interpersonal skills. Responsibilities include sourcing new clients, providing holistic financial strategies, and advocating for clients' needs.
This role offers an opportunity to work in a collaborative environment focused on delivering exceptional client experiences, while also obtaining necessary financial licenses.
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