Bank of America
Private Client Advisor II
$100K–$275K
San Diego · 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 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 teams to identify business development opportunities and deliver a Branded Client Experience.
- Assesses client needs and provides integrated recommendations across wealth structuring, credit, banking, and asset management.
- Builds internal and external partner relationships and promotes digital capabilities to support clients and teams.
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 develop business for the target client segment ($3MM++ investable assets) and present a holistic approach using the Private Bank platform.
- Client-focused interpersonal, influencing, negotiation, sales, financial aptitude, 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