Private Client Advisor II
Company: Bank of America
Location: Dallas
Posted on: April 1, 2026
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Job Description:
Job Description: This role is responsible for new client
acquisition, deepening client relationships and building upon an
internal and external network to achieve business development
goals. The Private Client Advisor leads the client management
process (CMP) and partners across the enterprise to provide a
branded client experience (BCE), including access to the full array
of Private Bank and Bank of America capabilities and services, to
meet specific client needs. Retention of clients is also critical
to the Private Client Advisor role. 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 your position requires SAFE Act
registration, you will be 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. At Bank of
America, we are guided by a common purpose to help make financial
lives better through the power of every connection. Responsible
Growth is how we run our company and how we deliver for our
clients, teammates, communities and shareholders every day. One of
the keys to driving Responsible Growth is being a great place to
work for our teammates around the world. We’re devoted to being a
diverse and inclusive workplace for everyone. We hire individuals
with a broad range of backgrounds and experiences and invest
heavily in our teammates and their families by offering competitive
benefits to support their physical, emotional, and financial
well-being. Bank of America believes both in the importance of
working together and offering flexibility to our employees. We use
a multi-faceted approach for flexibility, depending on the various
roles in our organization. Working at Bank of America will give you
a great career with opportunities to learn, grow and make an
impact, along with the power to make a difference. Join us! Job
Description: This role is responsible for new client acquisition,
deepening client relationships and building upon an internal and
external network to achieve business development goals. The Private
Client Advisor leads the client management process (CMP) and
partners across the enterprise to provide a branded client
experience (BCE), including access to the full array of Private
Bank and Bank of America capabilities and services, to meet
specific client needs. Retention of clients is also critical to the
Private Client Advisor role. 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 your position requires SAFE Act registration, you
will be 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 CMP
(client management process) within the client team to identify new
business development opportunities • Sources new clients in
alignment with 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 skills: • 12 years of
private banking or complex financial services experience OR minimal
equivalent of a bachelor degree • Responsible for driving new
business development for target client segment ($3MM investable
assets) • Present to clients a holistic approach, leveraging the
entire Private Bank platform • A high touch, client-focused
individual with exceptional interpersonal skills • A 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 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 • Series 7, 63
and 65 (or Series 7 and 66) required (may gain licenses after start
- unlicensed candidates may be considered if willing to obtain
licenses within 90 days of start date) Desired skills: • MBA or
Post-Graduate Degree preferred • CFP, CPA, CFA, CTFA, CFM or JD a
significant plus Skills Used in this Role: • Business development •
Prospecting and Qualification • Oral Communication • Investment
Products and Solutions • Client team management • Influencing •
Consulting • Problem Solving • Investment Products and Solutions •
Advisory Sales • Pipeline management • Active Listening •
Collaboration • Transitioning client conversations Shift: 1st shift
(United States of America) Hours Per Week: 40
Keywords: Bank of America, Euless , Private Client Advisor II, Accounting, Auditing , Dallas, Texas
