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⏰ Full time

Private Client Advisor II

Bank of America
Location 📍 Palo Alto, United States
Posted 📅 June 19, 2026
Work Type ⏰ Full time

Position Overview

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 registrati...

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Job Details

Employment Type
Full time
📊
Category
Financial Specialists
🏠
Work Arrangement
On-site
📍
Location
Palo Alto, United States