Bank of America
Private Client Advisor II
$100K–$275K
New York · Full-time · Posted Jun 11, 2025
- Experience
- 12+ years; 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, identifying business opportunities, and delivering integrated wealth, credit, banking, and asset-management recommendations.
What you'll do
- Sources new clients and leads the client management process to identify business-development opportunities.
- Builds client relationships and coordinates with internal and external partners to deliver tailored recommendations and a branded client experience.
- Ensures client retention and encourages adoption of digital capabilities.
What they ask for
- Series 7, 63 and 65, or Series 7 and 66; unlicensed candidates may obtain licenses within 90 days of start date.
- 12+ years of private banking and/or complex financial services experience, or equivalent financial services/business experience.
- Ability to develop business for clients with $3MM++ investable assets.
- High-touch client service, interpersonal, negotiation, sales, financial, 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