Bank of America
Private Client Advisor II
$100K–$275K
Palo Alto · Full-time · Posted Sep 28, 2026
- Experience
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Acquires and retains private banking clients by developing relationships, understanding wealth needs, and coordinating integrated Private Bank solutions.
What you'll do
- Sources new clients and identifies business development opportunities within the target segment.
- Leads client teams to deliver a high-quality client experience and provide integrated wealth, credit, banking, and asset management recommendations.
- Builds internal and external partnerships, advocates for clients, and encourages adoption of digital capabilities.
What they ask for
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date.
- Ability to develop business among clients with $3MM++ investable assets and present a holistic approach using the Private Bank platform.
- Exceptional interpersonal, influencing, negotiation, sales, and financial skills; ability to collaborate with team specialists.
- SAFE Act registration and required background check for this position.
Nice to have
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD.
Pay
$100,000.00 - $275,000.00 USD base salary (annualized)
Model-written summary · the original posting is authoritative