Private Client Advisor II
Bank of AmericaFort Lauderdale, Florida, United States
Posted March 9, 2026
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
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Private Client Advisor II, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. This includes leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.
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
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy
Benefits
- Comprehensive benefits package
- 401k Matching
- Retirement Plan
- Paid Time Off
