Bank of America
Private Client Advisor II
$100K–$275K
Boston · Full-time · Posted Sep 26, 2025
- Experience
- 12+ years; alternatively, 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, assessing wealth needs, and coordinating integrated Private Bank recommendations and services.
What you'll do
- Lead client management and business development, including sourcing new clients within the bank’s risk appetite.
- Advise clients on wealth structuring, credit, banking, and asset management, coordinating with specialists and partners.
- Deliver a branded client experience, encourage digital adoption, and support client retention.
What they ask for
- 12+ years of private banking or complex financial services experience, or equivalent financial services/business experience.
- Drive new business development for target clients with $3MM++ investable assets and present a holistic Private Bank approach.
- Series 7, 63 and 65, or Series 7 and 66; may be obtained within 90 days of start date.
- Strong client-facing, sales, financial, negotiation, influencing, 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