Bank of America
Private Client Advisor II
$100K–$275K
Princeton +1 · Full-time · Posted Sep 5, 2025
- Location
- Princeton
Paramus - 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, develops relationships, and coordinates integrated wealth, credit, banking, and asset-management recommendations to meet client needs.
What you'll do
- Sources new clients and leads business development for the target client segment.
- Leads the client team’s management process and delivers a branded client experience.
- Advises clients on wealth structuring, credit facilities, banking, and asset management; builds relationships with internal and external partners.
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 target clients with $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.
Pay
$100,000.00 - $275,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative