Senior Private Client & Wealth Advisor

Bank of America; San Diego (CA); On-site; USD 100,000 - 275,000; Full time

Job summary

Bank of America in San Diego is seeking a senior private banking professional to lead client acquisition, deepen relationships, and coordinate across the enterprise to deliver a Branded Client Experience. You will access the full range of Private Bank capabilities and services to meet client needs.

The role emphasizes high-touch service, strategic wealth planning, and collaboration with specialists. Candidates typically bring extensive private banking experience, strong licensing, and a proven

Qualifications

• Must hold Series 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
• 12+ years of private banking and/or complex financial services experience or equivalent
• Ability to drive new business development for target client segment ($3MM++ investable assets)
• Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
• High touch, client-focused individual with exceptional interpersonal skills
• Leader who recognizes opportunities for client engagement and proactively acts upon them

Responsibilities

• Leads the Client Process Management Process within the client team to identify new business development opportunities
• Sources new clients in alignment with the bank's established risk appetite
• Leads the client team to deliver meaningful interactions and a Branded Client Experience
• Develops an in-depth understanding of clients’ needs, preferences, and wealth strategy
• Advocates for clients as their trusted advisor, providing integrated recommendations
• Encourages use and adoption of digital capabilities to enhance the client experience
• Builds relationships with internal and external partners and centers of influence

Skills

Business Development

Client Management

Client Solutions Advisory

Prospecting

Wealth Planning

Analytical Thinking

Oral Communications

Referral Management

Relationship Building

Risk Management

Active Listening

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

High School Diploma / GED / Secondary School or equivalent

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Job description

Bank of America in San Diego is seeking a senior private banking professional to lead client acquisition, deepen relationships, and coordinate across the enterprise to deliver a Branded Client Experience. You will access the full range of Private Bank capabilities and services to meet client needs.

The role emphasizes high-touch service, strategic wealth planning, and collaboration with specialists. Candidates typically bring extensive private banking experience, strong licensing, and a proven