Bank of America
Private Client Advisor II
San Antonio · 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, understanding wealth needs, and coordinating integrated banking, credit, wealth structuring, and asset management solutions.
What you'll do
- Leads client management and business development, including sourcing new clients aligned with the bank’s risk appetite.
- Delivers a branded client experience and advocates for clients with integrated recommendations across the Private Bank.
- Builds internal and external partner relationships and encourages adoption of digital capabilities.
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 school diploma, GED, secondary school, or equivalent.
Nice to have
- MBA or post-graduate degree.
- CFP, CPA, CFA, CTFA, CFM, or JD.
Model-written summary · the original posting is authoritative