Private Client Advisor Ii - San Diego, Ca

Bank of America

San Diego, CA, US
Base: $100,000.00 - $275,000.00 annualized; bonus/...
12+ years private banking experience
Drive new business development
Series 7, 63 and 65 licenses required
This role is responsible for acquiring new clients, deepening relationships, and building a network to achieve business development goals within the Private Bank

Job Summary

  • This role is responsible for acquiring new clients, deepening relationships, and building a network to achieve business development goals within the Private Bank.
  • Employees are eligible for incentives based on performance against defined metrics through a formulaic incentive plan.
  • The position offers competitive benefits supporting physical, emotional, and financial well-being alongside opportunities to learn and grow.

Matching Summary

This role is responsible for acquiring new clients, deepening relationships, and building a network to achieve business development goals within the Private Bank.

Salary

Base: $100,000.00 - $275,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • 12+ years private banking experience
  • Drive new business development
  • Series 7, 63 and 65 licenses required
  • Manage $3MM+ investable assets
  • Holistic wealth structuring approach

Nice-to-have

  • Exceptional interpersonal skills
  • Proactive leadership in community
  • Skilled negotiator abilities
  • Digital capability adoption
  • Collaborative team specialist identification

Key Requirements

  • 12+ years of private banking or complex financial services experience
  • Series 7, 63 and 65 (or Series 7 and 66) required
  • SAFE Act registration and background check compliance
  • Target segment of $3MM+ investable assets
  • MBA or Post-Graduate Degree preferred

Work Rights

Not specified

Tailored Resume

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