{"id":1126978,"url":"https://alion.io/job/bank-of-america-private-client-advisor-ii-33","title":"Private Client Advisor II","company":{"id":18060,"name":"Bank of America","domain":"bankofamerica.com","url":"https://alion.io/company/about-bank-of-america","size_band":"5000+","is_staffing_agency":false,"is_intermediary":false,"ats_vendor":"Workday","truth_index":{"grade":"A","score":87,"open_postings":120,"ghost_share":0,"stale_share":0.725,"repost_share":0.017,"time_to_fill_p50_days":20,"computed_at":"2026-09-24T05:45:00Z"}},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"hiring_geo_confidence":"structured","locations":["San Diego, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":100000,"max":275000,"currency":"USD","period":"year","gross":null,"usd_annual":275000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-22T22:10:01Z","employer_posted_date":"2026-09-22","last_verified_at":"2026-09-24T07:47:24Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Job Description:\nAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.\nBeing a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.\nWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.\nBank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.\nAt Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!\nJob Description:\nThis 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. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.\nResponsibilities:\nLeads the Client Process Management Process within the client team to identify new business development opportunities\nSources new clients in alignment with the bank's established risk appetite\nLeads the client team to deliver meaningful interactions and a Branded Client Experience\nDevelops 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\nAdvocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management\nEncourages use and adoption of digital capabilities to enhance the client and client team experience\nBuilds relationships with internal and external partners and centers of influence\nRequired Qualifications:\nSeries 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\n12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience\nAbility to drive new business development for target client segment ($3MM++ investable assets)\nAbility to present to clients a holistic approach, leveraging the entire Private Bank platform\nHigh touch, client-focused individual with exceptional interpersonal skills\nLeader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client\nAbility to influence; proactively asks for and closes business\nSolutions oriented; sales and financial aptitude a must\nMust be a skilled negotiator\nAbility to work with and identify the need for team specialists; collaborate closely with other team members\nTakes on a leadership role on the team and within the business community\nDesired Qualifications:\nMBA or Post-Graduate Degree\nCFP, CPA, CFA, CTFA, CFM or JD a significant plus\nThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA\nSkills:\nBusiness Development\nClient Management\nClient Solutions Advisory\nProspecting\nWealth Planning\nAnalytical Thinking\nOral Communications\nReferral Management\nRelationship Building\nRisk Management\nActive Listening\nAttention to Detail\nCollaboration\nDecision Making\nLoan Structuring\nMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent\nShift:\n1st shift (United States of America)Hours Per Week:\n40Pay Transparency details\nUS - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819)Pay and benefits informationPay range$100,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.","description_format":"text","description_chars":6076,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Banking"],"lifecycle":[{"event":"open","at":"2026-09-22T22:10:01Z"}],"liveness":{"score":40,"band":"fade","label":"Fading","p_open":1,"p_active":0.417,"p_room":1,"age_days":1,"expected_fill_days":20,"reasons":["conf:2","stale_co","evergreen","wave","velocity","win:early","comp:brand"],"computed_at":"2026-09-24T05:45:00Z"},"pay":{"stated_usd_annual":275000,"is_top_pay":true},"html_url":"https://alion.io/job/bank-of-america-private-client-advisor-ii-33","json_url":"https://alion.io/job/bank-of-america-private-client-advisor-ii-33.json","meta":{"generated_at":"2026-09-24T08:11:28Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}