Bank of America
Private Client Advisor II
Austin · Full-time · Posted Aug 6, 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, understanding their wealth needs, and coordinating integrated banking, credit, and asset-management solutions.
What you'll do
- Sources new clients and identifies business-development opportunities within the bank’s risk appetite.
- Leads client teams in delivering a high-touch, branded client experience and retaining clients.
- Provides integrated recommendations across wealth structuring, credit, banking, and asset management.
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 develop business for the target client segment ($3MM++ investable assets).
- Ability to present holistic recommendations using the Private Bank platform.
- Strong interpersonal, sales, negotiation, collaboration, and client-management capabilities.
Nice to have
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD.
Model-written summary · the original posting is authoritative