Bank of America
Private Client Advisor II
$100K–$275K
New York · Full-time · Posted May 5, 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 client needs.
What you'll do
- Leads the client management process to identify business-development opportunities and sources new clients.
- Leads the client team in delivering a branded experience and advocates for clients with integrated recommendations.
- 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 the target client segment ($3MM++ investable assets).
- Ability to present a holistic approach leveraging the entire Private Bank platform.
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience.
Nice to have
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus.
Pay
$100,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set (base salary)
Model-written summary · the original posting is authoritative