Private Client Advisor II
Bank of AmericaSan Francisco, California, United States
Posted March 6, 2026
100000 - 275000 USD
Full Time
About the Company
Bank of America is a leading financial institution committed to helping make financial lives better through the power of every connection.
Job Description
As a Private Client Advisor II at Bank of America, 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, partnering across the enterprise, and providing 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 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
Benefits
- Industry-leading benefits
- Paid time off
- Formulaic incentive plan eligibility
- 401(k) or similar retirement plan
