Bank of America
Private Client Advisor II
$100K–$275K
McLean · Full-time · Posted Oct 2, 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, leading the client management process, and delivering integrated wealth, credit, banking, and asset-management recommendations.
What you'll do
- Identifies business development opportunities, sources new clients, and supports client retention.
- Leads the client team in providing a Branded Client Experience and tailored recommendations across the Private Bank platform.
- Builds relationships with internal and external partners 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 drive new business development for target client segment ($3MM++ investable assets).
- Ability to present a holistic approach leveraging the entire Private Bank platform.
- Exceptional interpersonal skills, sales and financial aptitude, and skilled negotiation.
Nice to have
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD.
Pay
$100,000.00 - $275,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative