Jobs Private USA → Sales and Customers → Sales and business development → Private Client Advisor II

Private Client Advisor II

Bank of America · Miami, FL · posted 38 days ago

In short: Private Client Advisor II at Bank of America in Miami, FL, posted 38 days ago.

By AtiveSite · Published 07/11/2026 · Updated 08/11/2026 · Every figure is linked to its source below.

Bank of Americaemployer
Miami, FLlocation
Sales and business developmentsub-niche
38 days agoposted
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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-01

EmployerBank of America
LocationMiami, Florida
FieldSales and Customers › Sales and business development
LevelMid Level
Source categorySales
Posted2026-10-01 (38 days ago)
Work arrangementOn-site at the location listed
PayNot published in the source listing

Job description

Job Description:

At 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.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job 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 registration may result in disciplinary action up to and including termination.

Responsibilities:


Required skills:

12+ years of private banking or complex financial services experience OR equivalent financial services/business experience

Responsible for driving new business development for target client segment ($3MM++ investable assets)

Present to clients a holistic approach, leveraging the entire Private Bank platform

A high touch, client-focused individual with exceptional interpersonal skills

A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client

Ability to influence; proactively asks for and closes business

Solutions oriented; sales and financial aptitude a must

Must be a skilled negotiator

Ability to work and identify the need for team specialists; collaborate closely with other team members

Takes on a leadership role on the team and within the business community

Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)

Desired skills:

MBA or Post-Graduate Degree preferred

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

Skills:


Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Explore around this job

Field: Sales and Customers Sub-niche: Sales and business development All jobs at Bank of America Jobs in Florida Jobs in Miami, FL Miami city guide Florida state guide Miami-Dade County economy

View this job and apply on The Muse →

You apply on The Muse or on the employer's page; AtiveSite does not receive or process applications and is not affiliated with The Muse. The description above is shown as the source published it.

About the role

This is a Mid Level role in the Sales and Customers field (Sales and business development) at Bank of America. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Know your rights as a candidate and an employee:

The city

The job is in Miami, FL. Below is what the official statistics say about living and working there.

How Miami compares. Among the 120 largest places in Florida, Miami is #2 by population, #119 for homeownership (#1 = highest), #98 for household income (#1 = highest), #49 for remote work (#1 = most). Its county, Miami-Dade County, is #1 of 67 counties for average pay ($77,609).

The place in numbers

Miami has 459,745 residents (ACS 2020–2024), about 2.1% of the population of Florida. It covers 36 square miles of land, which works out to roughly 12,772 people per square mile. The median age is 39.3, 8% younger than the state median (39.3 against 42.6).

Housing

The median gross rent is $1,758 a month (rent plus utilities), 5% above the state median ($1,758 against $1,669). Over a year that is 33.8% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so rent here is above that line for the typical household. The median home value is $518,100, which is 8.3 times the median household income ($62,462); a ratio above 5 usually means buying is out of reach without savings or a second income. 30.8% of households own their home, 54% below the state average (30.8% against 67.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Miami-Fort Lauderdale-West Palm Beach, FL metropolitan area has 2,819,940 jobs in the BLS wage survey, and the median pay across all occupations is $48,640 a year, 5% below the national median ($48,640 against $50,980). The biggest occupation groups are office and administrative support (374,810 jobs, median $46,060); sales and related (304,600 jobs, median $38,380); food preparation and serving related (279,520 jobs, median $35,280). The area is most specialised in legal (1.9 times) and protective service (1.4 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($111,140) and computer and mathematical ($101,540). In 2026M09 the unemployment rate of Miami-Dade County was 1.9%. 67.0% of residents aged 16 and over are in the labour force. The city lies in Miami-Dade County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 59.3% drive alone, 7.0% use public transit, 5.2% walk, 16.0% work from home. 16.6% of workers commute 45 minutes or more, 9% below the state average (16.6% against 18.1%).

People and education

37.4% of adults aged 25 and over hold a bachelor's degree or higher, 10% above the state share (37.4% against 34.1%). 57.7% of residents were born outside the United States, 164% above the state share (57.7% against 21.9%). The poverty rate is 19.4%, 54% above the state rate (19.4% against 12.6%).

Climate

The warmest month is Aug, averaging 84°F (29.0°C), and the coolest is Jan at 70°F (21.2°C). About 1,327 mm (52 inches) of precipitation falls in a year; Jun is the wettest month (191 mm) and Jan the driest (44 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Miami Beach (4 miles, rent 4% higher); Coral Gables (7 miles, rent 35% higher); Fountainebleau (9 miles, rent 19% higher); Hialeah (9 miles, rent 4% lower). Rent differences are against Miami; use the Compare tab to put any two cities side by side.

Full guide to Miami →Florida guideAll jobs in Miami

Official links for Miami

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Miami, FL that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:
Place ⇅Distance from the job city ⇅Median rent ⇅Median home value ⇅Median household income ⇅Commute 45+ min ⇅Rent as % of occupation pay ⇅Open jobs there ⇅
Miami, FL0 mi$1,758$518,100$62,46216.6%n/aJobs
Miami Beach, FL4 mi$1,826$556,700$72,85615.0%n/a—
Coral Gables, FL7 mi$2,373$1,089,900$134,21610.8%n/a—
Fountainebleau, FL9 mi$2,094$320,200$64,90819.0%n/a—
Hialeah, FL9 mi$1,689$392,000$55,59419.3%n/a—
North Miami, FL9 mi$1,702$365,000$57,18821.2%n/a—
Westchester, FL9 mi$1,819$508,700$72,26219.6%n/a—
Doral, FL10 mi$2,669$562,800$94,16416.7%n/a—
North Miami Beach, FL11 mi$1,750$366,700$63,28022.6%n/a—
Kendall, FL12 mi$1,905$567,900$87,32522.9%n/a—
Tamiami, FL12 mi$1,939$482,100$78,35327.2%n/a—
Miami Gardens, FL12 mi$1,787$378,500$63,62723.6%n/a—
Country Club, FL13 mi$1,899$378,600$75,21226.4%n/a—
Kendale Lakes, FL13 mi$1,968$404,500$71,62125.7%n/a—
Aventura, FL14 mi$2,513$451,100$89,27426.2%n/aJobs
Hallandale Beach, FL15 mi$1,653$279,100$52,34025.3%n/a—
Kendall West, FL15 mi$1,808$409,500$69,55431.5%n/a—
Cutler Bay, FL16 mi$1,978$472,700$89,24438.5%n/a—
Miramar, FL16 mi$2,117$462,700$89,12522.6%n/a—
The Hammocks, FL17 mi$2,187$468,100$85,62830.4%n/a—

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Sales and Customers, where your skills may carry over:

Customer success and service (302) Account management (316)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Miami, FL is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:
From ⇅Straight-line distance (miles) ⇅Population of that city ⇅
Jacksonville, FL327 mi977,670
Charlotte, NC653 mi903,844
Houston, TX968 mi2,328,253
Columbus, OH995 mi914,802
Philadelphia, PA1,026 mi1,579,706
Indianapolis, IN1,026 mi885,860
New York, NY1,090 mi8,483,844
Dallas, TX1,108 mi1,307,930
Austin, TX1,113 mi979,539
Fort Worth, TX1,139 mi963,194
San Antonio, TX1,149 mi1,479,835
Chicago, IL1,189 mi2,711,226
Oklahoma City, OK1,225 mi697,125
Denver, CO1,719 mi718,877
Phoenix, AZ1,980 mi1,642,323
San Diego, CA2,266 mi1,389,526
Los Angeles, CA2,344 mi3,857,263
San Jose, CA2,553 mi990,138
San Francisco, CA2,623 mi830,235
Seattle, WA2,731 mi754,195

Nearby cities with open jobs (within 120 miles)

Sort:
City ⇅Straight-line distance ⇅Open jobs ⇅
Aventura, FL14 mi1
Fort Lauderdale, FL26 mi3
West Palm Beach, FL67 mi1

The employer

Bank of America is the employer in this listing. See all its open jobs here →

Company description (from The Muse): Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

size: Large Size; industries: Financial Services; locations on The Muse: Charlotte, NC.

It is among the 200 largest US-headquartered employers in our list, with about 213,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Bank of America

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

The employer's profile on The Muse →

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

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FAQ

What is the Private Client Advisor II job at Bank of America?

A mid level role in sales and customers (sales and business development) listed 38 days ago. The full description is on this page and on The Muse.

Where is this job?

Miami, FL.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Miami is $1,758 a month and median household income $62,462 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-01 (38 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse sales and business development jobs in Florida.

Sources and terms

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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