Private Client Advisor II
94-1687665 Bank of America, National AssociationCalifornia, United States
Posted April 1, 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
Job Description: The Private Client Advisor II is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.
Requirements
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy
Benefits
- Industry-leading benefits
- Paid time off
- Formulaic incentive eligible
- Benefits eligible
