Private Client Advisor II

About Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, encompassing our commitment to an inclusive workplace, developing exceptional talent, and supporting the physical, emotional, and financial wellness of our teammates.

About the Role

This position serves as a strategic partner in acquiring new clients and deepening existing relationships within the Private Bank. You will lead the Client Management Process, acting as a trusted advisor who provides integrated recommendations on wealth structuring, credit facilities, banking, and asset management. The role exists to ensure a Branded Client Experience by leveraging the full array of the bank's capabilities to meet specific client needs while driving retention and business development.

As a key member of the client team, you will identify new opportunities aligned with the bank's risk appetite and advocate for clients as their primary point of contact. This role requires a high-touch, client-focused approach that balances sophisticated financial solutions with proactive relationship building. Additionally, because this position may involve the provision of residential mortgage loans, it is subject to SAFE Act registration requirements, including federal registry registration and background checks.

Hiring Process & Application

Candidates are encouraged to apply directly through the Bank of America careers portal. The selection process typically involves a review of qualifications, followed by interviews with hiring managers and team members to assess cultural fit and technical expertise. Please note that for this specific role, successful candidates must be willing to obtain necessary licenses (Series 7, 63, and 65/66) within 90 days of the start date if not already licensed, and must successfully complete the required SAFE Act background check.

Culture & Commitment

Bank of America is committed to an in-office culture with specific requirements for office-based attendance, allowing for appropriate flexibility based on role-specific considerations. We are dedicated to building a diverse workforce and consider qualified applicants regardless of background. Join us to build a successful career with opportunities to learn, grow, and make a genuine impact in the communities we serve.