Bank of America
Private Client Advisor II- Austin, TX
Austin · Full-time · Posted Dec 11, 2025
- Experience
- 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree.
- Education
- High School Diploma / GED / Secondary School or equivalent; MBA or Post-Graduate Degree preferred.
About the job
Acquires and retains private banking clients, develops 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 in delivering a high-touch, branded client experience and retaining clients.
- Advises clients on wealth strategy and integrated Private Bank solutions, while coordinating with internal and external partners.
What they ask for
- 12+ years of private banking or complex financial services experience OR minimal equivalent of a bachelor degree.
- Required 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 target clients with $3MM++ investable assets.
- Client-focused interpersonal, influencing, negotiation, sales, and financial aptitude skills.
Nice to have
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD.
Model-written summary · the original posting is authoritative