Private Client Advisor II — Wealth Strategy Partner

Tech Sales Jobs; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America is seeking a Private Client Advisor II in San Diego to acquire new clients, deepen relationships, and coordinate across the enterprise to deliver a Branded Client Experience. This role emphasizes growth, client satisfaction, and collaboration within an in-office culture in San Diego.

You will develop an in-depth understanding of clients’ wealth needs and provide integrated recommendations across wealth structuring, banking, and asset management, while promoting the use of digital

Responsibilities

• Leads the client process to identify new business opportunities.
• Sources new clients in line with the bank's risk appetite.
• Leads the team to deliver a Branded Client Experience.
• Understands clients’ needs and wealth strategy, adapting to changes.
• Advocates for clients with integrated recommendations across wealth, banking and credit.
• Encourages adoption of digital capabilities to enhance client services.

Job description

Bank of America is seeking a Private Client Advisor II in San Diego to acquire new clients, deepen relationships, and coordinate across the enterprise to deliver a Branded Client Experience. This role emphasizes growth, client satisfaction, and collaboration within an in-office culture in San Diego.

You will develop an in-depth understanding of clients’ wealth needs and provide integrated recommendations across wealth structuring, banking, and asset management, while promoting the use of digital