Bank of America
Private Client Advisor II
$100K–$275K
Chevy Chase · Full-time · Posted Oct 2, 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 wealth needs, and coordinating integrated financial solutions across the bank.
What you'll do
- Leads client management and identifies business development opportunities; sources new clients within the bank’s risk appetite.
- Advises clients on wealth structuring, credit, banking, and asset management, coordinating with specialists and partners.
- Leads the client team in delivering a Branded Client Experience and promotes digital capabilities.
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 new business for clients with $3MM++ investable assets and present a holistic approach using the Private Bank platform.
- Strong client-facing, interpersonal, influencing, sales, financial, and negotiation skills.
- Ability to collaborate with team specialists and take a leadership role.
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