Bank of America
Private Client Advisor II
Miami +1 · Full-time · Posted Jan 21, 2026
- Location
- Miami
Palm Beach - 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, leads client teams, and provides integrated wealth, credit, banking, and asset-management recommendations.
What you'll do
- Sources new clients and identifies business development opportunities.
- Leads client teams in delivering a high-touch client experience and retaining relationships.
- Assesses client needs and provides integrated recommendations across wealth planning, credit, banking, and asset management.
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 be obtained 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.
Model-written summary · the original posting is authoritative