Private Client Advisor II
94-1687665 Bank of America, National AssociationWinter Park, Florida, United States
Posted March 27, 2026
Full Time
About the Company
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Job Description
The Private Client Advisor II will acquire new clients, deepen client relationships, and build upon an internal and external network to achieve business development goals. They will lead the Client Management Process, partner across the enterprise, and provide a Branded Client Experience.
Requirements
- Series 7, 63 and 65 (or Series 7 and 66) licenses
- 12+ years of private banking and/or complex financial services experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
