Bank of America
Private Client Advisor II – Bank of America
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Private Client Advisor II
role at
Bank of America .
Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to inclusivity, talent development, wellness support, performance recognition and community impact. Bank of America is committed to an in‑office culture with specific office‑based attendance requirements, while allowing flexibility based on role‑specific considerations. This role is an exciting opportunity to build a successful career with learning, growth and impact.
This job is responsible for acquiring new clients, deepening client relationships, and building upon 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, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Your expectations include ensuring retention of clients.
This position is subject to SAFE Act registration requirements. Since this position requires SAFE Act registration, employees must register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Lead the Client Process Management process within the client team to identify new business development opportunities.
Source new clients in alignment with the bank's established risk appetite.
Lead the client team to deliver meaningful interactions and a Branded Client Experience.
Develop an in‑depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or client needs.
Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
Encourage use and adoption of digital capabilities to enhance the client and client team experience.
Build relationships with internal and external partners and centers of influence.
Required Skills
12+ years of private banking or complex financial services experience OR equivalent financial services/business experience.
Responsible for driving new business development for target client segment ($3MM++ investable assets).
Present to clients a holistic approach, leveraging the entire Private Bank platform.
A high‑touch, client‑focused individual with exceptional interpersonal skills.
A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client.
Ability to influence; proactively asks for and closes business.
Solutions oriented; sales and financial aptitude a must.
Must be a skilled negotiator.
Ability to work and identify the need for team specialists; collaborate closely with other team members.
Takes on a leadership role on the team and within the business community.
Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start – unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date).
Desired Skills
MBA or post‑graduate degree preferred.
CFP, CPA, CFA, CTFA, CFM or JD a significant plus.
Additional Skills
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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industry Banking
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Private Client Advisor II
role at
Bank of America .
Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to inclusivity, talent development, wellness support, performance recognition and community impact. Bank of America is committed to an in‑office culture with specific office‑based attendance requirements, while allowing flexibility based on role‑specific considerations. This role is an exciting opportunity to build a successful career with learning, growth and impact.
This job is responsible for acquiring new clients, deepening client relationships, and building upon 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, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Your expectations include ensuring retention of clients.
This position is subject to SAFE Act registration requirements. Since this position requires SAFE Act registration, employees must register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Lead the Client Process Management process within the client team to identify new business development opportunities.
Source new clients in alignment with the bank's established risk appetite.
Lead the client team to deliver meaningful interactions and a Branded Client Experience.
Develop an in‑depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or client needs.
Advocate for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management.
Encourage use and adoption of digital capabilities to enhance the client and client team experience.
Build relationships with internal and external partners and centers of influence.
Required Skills
12+ years of private banking or complex financial services experience OR equivalent financial services/business experience.
Responsible for driving new business development for target client segment ($3MM++ investable assets).
Present to clients a holistic approach, leveraging the entire Private Bank platform.
A high‑touch, client‑focused individual with exceptional interpersonal skills.
A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client.
Ability to influence; proactively asks for and closes business.
Solutions oriented; sales and financial aptitude a must.
Must be a skilled negotiator.
Ability to work and identify the need for team specialists; collaborate closely with other team members.
Takes on a leadership role on the team and within the business community.
Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start – unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date).
Desired Skills
MBA or post‑graduate degree preferred.
CFP, CPA, CFA, CTFA, CFM or JD a significant plus.
Additional Skills
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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America)
Hours Per Week 40
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Industry Banking
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