Bank of America
Private Client Advisor II- Executive Coverage
$225K–$298K
New York +7 · Full-time · Posted Aug 17, 2026
- Location
- New York
San Francisco
Dallas
Boston
Miami
Chicago
Los Angeles
Pennington - Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides corporate executives with wealth advice and client coverage, leading relationship management and coordinating access to Private Bank and Bank of America services.
What you'll do
- Lead the Client Management Process to deepen relationships and deliver exceptional client service.
- Provide integrated recommendations on wealth structuring, credit, banking, and asset management.
- Build internal and external partnerships and encourage use of digital capabilities.
What they ask for
- Present a holistic approach using the Private Bank platform.
- Demonstrate strong interpersonal, client-service, sales, and financial aptitude.
- Influence clients, identify engagement opportunities, and proactively close business.
- Negotiate skillfully and collaborate with team specialists.
Nice to have
- MBA or Post-Graduate Degree.
- CFP, CPA, CFA, CTFA, CFM or JD.
Pay
$225,000.00 - $298,300.00 annualized salary — base salary
Model-written summary · the original posting is authoritative