Private Client Advisor II
Company: Bank of America
Location: New York City
Posted on: April 1, 2026
|
|
|
Job Description:
Job Description: At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. We do this by driving Responsible Growth and
delivering for our clients, teammates, communities and shareholders
every day. Being a Great Place to Work is core to how we drive
Responsible Growth. This includes our commitment to being an
inclusive workplace, attracting and developing exceptional talent,
supporting our teammates’ physical, emotional, and financial
wellness, recognizing and rewarding performance, and how we make an
impact in the communities we serve. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! Job Description: This job is responsible for acquiring new
clients, deepening client relationships, and building upon an
internal and external network to achieve business development
goals. Key responsibilities include leading the Client Management
Process and partnering across the enterprise to provide a Branded
Client Experience, including access to the full array of Private
Bank and the bank's capabilities and services to meet specific
client needs. Job expectations include ensuring retention of
clients. This position is subject to SAFE Act registration
requirements. Pursuant to the SAFE Act requirements, all employees
engaged in residential loan mortgage originations must register
with the federal registry system and remain in good standing. Since
this position requires SAFE Act registration, employees are
required to register and to submit to the required SAFE Act
background check and registration process. Failure to obtain and/or
maintain SAFE Act registration may result in disciplinary action up
to and including termination. Responsibilities: Leads the Client
Process Management Process within the client team to identify new
business development opportunities Sources new clients in alignment
with the bank's established risk appetite Leads the client team to
deliver meaningful interactions and a Branded Client Experience
Develops an in-depth understanding of clients’ needs, preferences,
and overall wealth strategy, being responsive to changes in the
business environment and/or with client needs Advocates for clients
and prospects as their trusted advisor, providing integrated
recommendations including wealth structuring, credit facilities,
banking, and asset management Encourages use and adoption of
digital capabilities to enhance the client and client team
experience Builds relationships with internal and external partners
and centers of influence Required Qualifications: * 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 * 12 years of private banking and/or complex financial
services experience or equivalent financial services/business
experience * Ability to drive new business development for target
client segment ($3MM investable assets) * Ability to present to
clients a holistic approach, leveraging the entire Private Bank
platform * High touch, client-focused individual with exceptional
interpersonal skills * Leader who recognizes opportunities for
client engagement and proactively acts upon them for the betterment
of the client * Ability to influence; proactively asks for and
closes business * Solutions oriented; sales and financial aptitude
a must * Must be a skilled negotiator * Ability to work with and
identify the need for team specialists; collaborate closely with
other team members * Takes on a leadership role on the team and
within the business community Desired Qualifications: * MBA or
Post-Graduate Degree * CFP, CPA, CFA, CTFA, CFM or JD a significant
plus Skills: Business Development Client Management Client
Solutions Advisory Prospecting Wealth Planning Analytical Thinking
Oral Communications Referral Management Relationship Building Risk
Management Active Listening Attention to Detail Collaboration
Decision Making Loan Structuring Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Shift:
1st shift (United States of America) Hours Per Week: 40 Pay
Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF
AMERICA TOWER (NY1100) Pay and benefits information Pay range
$100,000.00 - $275,000.00 annualized salary, offers to be
determined based on experience, education and skill set. Formulaic
incentive eligible This role is eligible to participate in a
formulaic incentive plan. Employees are eligible for incentives as
detailed by the specific line of business incentive plan
provisions. Formulaic plans may be comprised of monthly, quarterly
and/or annual incentive opportunities. Incentives are earned based
on the employee’s performance against defined metrics. Benefits
This role is currently benefits eligible. We provide
industry-leading benefits, access to paid time off, resources and
support to our employees so they can make a genuine impact and
contribute to the sustainable growth of our business and the
communities we serve.
Keywords: Bank of America, Bayonne , Private Client Advisor II, Accounting, Auditing , New York City, New Jersey
