Private Client Advisor II

Bank of America

. Acquire new clients and deepen client relationships .

Posted 11/3/2026full-timeLas Vegas • Nevada • United StatesSeniorLead💰 $100,000 - $275,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in private banking and complex financial services, with a strong focus on client relationship management and business development. Proven ability to provide integrated financial solutions and advocate for clients as a trusted advisor.

Highest-signal resume keywords

Series 7, 63 And 65 Licenses12+ Years Of Private Banking ExperienceBusiness Development For Target Client SegmentHolistic Wealth Management ApproachExceptional Interpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth StructuringCredit FacilitiesAsset ManagementSales AptitudeNegotiation Skills

Soft Skills

Client-FocusedSolutions-OrientedInfluencing SkillsCollaborationProactive Engagement

Tools & Technologies

Digital Capabilities

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSAFE Act Registration

Industry Keywords

Private BankingFinancial ServicesClient Management ProcessBranded Client ExperienceClient Retention

About the role

Key responsibilities & impact

Acquire new clients and deepen client relationships
Build internal and external networks to achieve business development goals
Lead the Client Management Process within the client team to identify new business opportunities
Source new clients in alignment with the bank's established risk appetite
Lead the client team to deliver meaningful interactions and a Branded Client Experience
Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy
Advocate for clients and prospects as a trusted advisor
Provide integrated recommendations covering wealth structuring, credit facilities, banking, and asset management
Encourage adoption of digital capabilities to enhance the client and client team experience
Build relationships with internal and external partners and centers of influence
Ensure retention of clients

Requirements

What you’ll need

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 clients with a holistic approach leveraging the entire Private Bank platform
High-touch, client-focused individual with exceptional interpersonal skills
Ability to recognize opportunities for client engagement and proactively act on them
Ability to influence, proactively ask for, and close business
Solutions-oriented, with sales and financial aptitude
Skilled negotiator
Ability to identify the need for team specialists and collaborate closely with team members
Leadership role on the team and within the business community
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
SAFE Act registration and required background check for residential mortgage loan originations

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and build a career
Formulaic incentive plan eligibility
Monthly, quarterly, and/or annual incentive opportunities based on performance
Paid time off
Resources and support for employees