Private Client Advisor II
Bank of AmericaNew Jersey, United States • New Jersey, United States
Posted September 5, 2025
100000 - 275000 USD
Full Time
About the Company
Bank of America is a bank that helps make financial lives better through the power of every connection.
Job Description
As a Private Client Advisor II at Bank of America, you will acquire new clients, deepen client relationships, and build an internal and external network to achieve business development goals. You will lead the Client Management Process and partner across the enterprise to provide a Branded Client Experience.
Requirements
- 12+ years of private banking or complex financial services experience
- Series 7, 63 and 65 (or Series 7 and 66) required
- High school diploma or equivalent
- Business development, client management, client solutions advisory, prospecting, wealth planning, analytical thinking, oral communications, referral management, relationship building, risk management, active listening, attention to detail, collaboration, decision making, loan structuring
Benefits
- Formulaic incentive eligible
- Paid time off
- Industry-leading benefits
- Resources and support to employees
- Access to paid time off
