Bank of America
Private Client Advisor II
Houston · Full-time · Posted Aug 18, 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, develops relationships, and coordinates integrated wealth, credit, banking, and asset-management solutions.
What you'll do
- Develops new business and sources clients aligned with the bank’s risk appetite.
- Leads the client team to deliver a Branded Client Experience and retain clients.
- Understands clients’ wealth strategies and provides integrated recommendations with internal and external partners.
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 a holistic approach using the Private Bank platform.
- High-touch, client-focused interpersonal, sales, negotiation, and collaboration skills.
Nice to have
- MBA or post-graduate degree.
- CFP, CPA, CFA, CTFA, CFM, or JD.
Model-written summary · the original posting is authoritative