Bank of America
Private Client Advisor II
$100K–$275K
Greenwich · Full-time · Posted Oct 30, 2025
- Experience
- 12+ years; equivalent financial services/business experience accepted.
- 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
- Sources new clients and identifies business-development opportunities within the bank’s risk appetite.
- Leads client teams to deliver a Branded Client Experience and provide integrated recommendations.
- Builds client and partner relationships, advocates for clients, and encourages adoption of digital capabilities.
What they ask for
- 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience.
- Drives new business development for the target client segment ($3MM++ investable assets).
- Series 7, 63 and 65 (or Series 7 and 66); may obtain licenses within 90 days of start date.
- High School Diploma / GED / Secondary School or equivalent.
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