Bank of America
Private Client Advisor II
Lehi · Full-time · Posted Aug 28, 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
- Sources new clients and identifies business development opportunities within the bank’s risk appetite.
- Leads client teams to deliver a branded client experience and maintain client relationships.
- Advises clients on wealth strategy and integrated services, while partnering with internal and external specialists.
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 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