Bank of America
Private Client Advisor II
Dallas · Full-time · Posted Sep 22, 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, develops relationships, and coordinates integrated wealth, credit, banking, and asset-management solutions to meet their needs.
What you'll do
- Sources new clients and identifies business-development opportunities.
- Leads the client team in delivering a branded client experience and retaining clients.
- Advises clients on wealth structuring, credit facilities, banking, and asset management, partnering across the bank.
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 drive new business development for target client segment ($3MM++ investable assets).
- Ability to present a holistic approach using the entire Private Bank platform.
- High school diploma, GED, secondary school qualification, or equivalent.
Nice to have
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD.
Model-written summary · the original posting is authoritative