Bank of America
Private Client Advisor II
$100K–$275K
Cleveland · Full-time · Posted Jul 14, 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 and providing integrated wealth, credit, banking, and asset management recommendations.
What you'll do
- Sources new clients and leads client management to identify business development opportunities.
- Builds understanding of clients’ needs and provides holistic recommendations across the Private Bank platform.
- Coordinates with internal and external partners to deliver a branded client experience and retain clients.
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 drive new business development for target client segment ($3MM++ investable assets).
- 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