Private Client Advisor II
94-1687665 Bank of America, National AssociationCalifornia, United States
Posted April 15, 2026
100000 - 275000 USD
Full Time
About the Company
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Job Description
Private Client Advisor II at Bank of America, responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.
Requirements
- Series 7, 63 and 65 (or Series 7 and 66) licenses
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- High touch, client-focused individual with exceptional interpersonal skills
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
Benefits
- Formulaic incentive eligible
- Paid time off
- Industry-leading benefits
