Bank of America
Private Client Advisor II
$100K–$275K
Las Vegas · Full-time · Posted Sep 1, 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 by developing relationships, identifying business opportunities, and coordinating integrated wealth, credit, banking, and asset-management solutions.
What you'll do
- Sources new clients and leads the client team’s business development and client management process.
- Develops understanding of clients’ wealth strategies and presents integrated recommendations across the Private Bank platform.
- Builds internal and external partnerships and promotes digital capabilities to improve the client experience.
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 drive new business development for target clients with $3MM++ investable assets.
- Ability to present a holistic approach using the entire Private Bank platform.
- High-touch client focus, exceptional interpersonal skills, sales and financial aptitude, and skilled negotiation.
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