Private Client Advisor II
Bank of AmericaMiami, Florida, United States • Florida, United States
Posted January 21, 2026
Full Time
About the Company
Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.
Job Description
Job Description: As a Private Client Advisor II at Bank of America, you will acquire new clients, deepen client relationships, and build upon an internal and external network to achieve business development goals.
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
- Advocates for clients and prospects as their trusted advisor
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
Benefits
- 401k Matching
- Retirement Plan
