Private Client Advisor II

Bank of America

Private Client Advisor acquiring new clients and deepening relationships at Bank of America. Delivers a Branded Client Experience leveraging the full array of Private Bank capabilities.

Posted 7/22/2026full-timeCharlottesville • Virginia • 🇺🇸 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 acquisition, relationship management, and business development. Proficient in providing integrated financial solutions and leveraging digital capabilities to enhance client experiences.

Highest-signal resume keywords

Series 7, 63, And 65 LicensesPrivate Banking ExperienceBusiness Development SkillsClient Relationship ManagementNegotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Services ExperienceWealth StructuringCredit FacilitiesBanking ServicesAsset Management

Soft Skills

Interpersonal SkillsClient-Focused ApproachLeadershipInfluencing SkillsSolutions Orientation

Tools & Technologies

Digital Capabilities

Certifications & Qualifications

SAFE Act Registration

Industry Keywords

Client Management ProcessBranded Client ExperienceInvestment ManagementTeam CollaborationClient Engagement

About the role

Key responsibilities & impact

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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements
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

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 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

Benefits

Comp & perks

industry-leading benefits
access to paid time off
resources and support to our employees