Private Client Advisor II
94-1687665 Bank of America, National AssociationLos Angeles, California, United States
Posted April 15, 2026
100000 - 275000 USD
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
As a Private Client Advisor II at Bank of America, you will acquire new clients, deepen client relationships, and build a network to achieve business development goals. You 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
- Paid time off
- Resources and support to make a genuine impact
- Access to benefits
- Formulaic incentive eligible
- Incentives based on performance against defined metrics
