Bank of America
Private Client Advisor II
$100K–$275K
Seattle · Full-time · Posted Apr 14, 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, identifying business opportunities, and coordinating tailored wealth, credit, banking, and asset management solutions.
What you'll do
- Sources new clients and leads client-management processes to identify business development opportunities.
- Advises clients on integrated wealth, credit, banking, and asset management solutions, adapting to their needs and wealth strategies.
- Builds client-team and partner relationships to deliver a branded client experience and support client retention.
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.
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience.
- Ability to drive new business development for target client segment ($3MM++ investable assets).
- Strong client presentation, interpersonal, influencing, sales, financial aptitude, negotiation, and collaboration skills.
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