Senior Private Client Advisor - Wealth & Banking
Job in
Forsyth, Taney County, Missouri, 65653, USA
Listed on 2026-01-24
Listing for:
Bank of America
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Banking & Finance, Wealth Management, Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial services company is seeking an experienced professional for a client management role focused on private banking. Ideal candidates will have over 12 years of experience in financial services with responsibilities including client acquisition and relationship management. Strong interpersonal skills and the ability to influence key decisions are essential. The role includes leading client processes and presenting cohesive solutions across the bank's services.
Licenses Series 7, 63, and 65 are required or to be obtained within 90 days.
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Position Requirements
10+ Years
work experience
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