Private Client Advisor II
Bank of AmericaLos Angeles, California, United States
Posted February 4, 2026
100000 - 275000 USD
Full Time
About the Company
Bank of America is committed to being an inclusive workplace, attracting and developing exceptional talent, and supporting our teammates’ physical, emotional, and financial wellness.
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. Key responsibilities include leading the Client Management Process, partnering across the enterprise to provide a Branded Client Experience, and ensuring retention of clients.
Requirements
- Series 7, 63 and 65 (or Series 7 and 66) licenses
- 12+ years of private banking and/or complex financial services experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
Benefits
- formulaic incentive plan
- paid time off
- industry-leading benefits
- resources and support to employees
