Bank of America
Private Client Advisor II
$100K–$275K
El Segundo · Full-time · Posted Jun 29, 2026
- Experience
- 12+ years of private banking and/or complex financial services experience, or equivalent financial services/business experience.
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 identifies business development opportunities within the target segment.
- Leads client teams to deliver a branded client experience and deepen client relationships.
- Advises clients on wealth strategies and coordinates recommendations with internal and external partners.
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 develop new business for clients with $3MM++ investable assets.
- Ability to present a holistic approach using the Private Bank platform.
- Exceptional interpersonal skills, sales and financial aptitude, negotiation skills, and ability to collaborate with team specialists.
Pay
$100,000.00 - $275,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative