Bank of America
Private Client Advisor II
$100K–$275K
Los Angeles · Full-time · Posted Apr 15, 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 and providing integrated wealth, credit, banking, and asset-management recommendations.
What you'll do
- Sources new clients and leads client-management processes to identify business-development opportunities.
- Advises clients on wealth strategies and integrated Private Bank solutions, coordinating with specialists and partners.
- Leads the client team in delivering a branded client experience and encouraging digital adoption.
What they ask for
- Series 7, 63 and 65, or Series 7 and 66; unlicensed candidates may obtain the licenses within 90 days of start date.
- Ability to develop business among the target client segment ($3MM++ investable assets).
- Ability to present holistic recommendations using the Private Bank platform.
- Strong client-focused interpersonal, sales, financial, negotiation, 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