Bank of America
Private Client Advisor II
$100K–$275K
Chicago · Full-time · Posted Jun 11, 2025
- Experience
- 12+ years; equivalent financial services/business experience is an alternative.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Acquires and retains private banking clients, develops relationships and business opportunities, and coordinates integrated wealth, credit, banking, and asset-management recommendations.
What you'll do
- Sources new clients and identifies business development opportunities within the target client segment.
- Leads client teams to deliver a high-quality client experience and retain clients.
- Understands clients’ wealth needs and connects them with relevant Private Bank services and internal and external partners.
What they ask for
- 12+ years of private banking or complex financial services experience, or equivalent financial services/business experience.
- Responsible for driving new business development for target clients with $3MM++ investable assets.
- Series 7, 63 and 65, or Series 7 and 66; candidates may obtain licenses within 90 days of starting.
- Strong client-facing, sales, negotiation, influencing, 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