Bank of America
Private Client Advisor II
Bloomfield Hills · Full-time · Posted Sep 3, 2025
- Experience
- 12+ years, 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 client relationships, and coordinates integrated wealth, credit, banking, and asset-management recommendations.
What you'll do
- Sources new clients and identifies business-development opportunities.
- Leads client teams to deliver a high-touch, branded client experience and retain clients.
- Assesses clients’ wealth needs and provides integrated recommendations, partnering across the bank and encouraging digital adoption.
What they ask for
- 12+ years of private banking or complex financial services experience, or equivalent financial services/business experience.
- 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.
- Drives new business development for the target client segment ($3MM++ investable assets).
- Strong client, sales, negotiation, influence, 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