Bank of America
The Private Client Advisor II at Bank of America is responsible for acquiring new clients, deepening relationships, and driving business development within the private banking sector. This role involves leading the client management process, providing integrated financial recommendations, and ensuring client retention while adhering to SAFE Act registration requirements. The position requires a high-touch, client-focused approach to deliver a branded client experience and leverage the full array of private bank capabilities.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.
52% above the average for this role