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

Private Client Advisor II

Bank of America · Baltimore, MD · posted 57 days ago

In short: Private Client Advisor II at Bank of America in Baltimore, MD, posted 57 days ago.

By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.

Bank of Americaemployer

Baltimore, MDlocation

Sales and business developmentsub-niche

57 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-09-13

Employer	Bank of America
Location	Baltimore, Maryland
Field	Sales and Customers › Sales and business development
Level	Mid Level
Source category	Sales
Posted	2026-09-13 (57 days ago)
Work arrangement	On-site at the location listed
Pay	Not 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 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.

We 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.

Bank 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.

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 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.

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 overall wealth strategy, being responsive to changes in the business environment and/or with client needs
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
Encourages use and adoption of digital capabilities to enhance the client and client team experience
Builds relationships with internal and external partners and centers of influence

Required Qualifications:

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 financial services/business experience
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 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 with 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

Desired Qualifications:

MBA or Post-Graduate Degree
CFP, CPA, CFA, CTFA, CFM or JD a significant plus

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

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - MD - Baltimore - 100 International Dr - 100 International (MD9890)

Pay and benefits information

Pay range

$100,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This 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.

Benefits

This 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.

Explore around this job

Field: Sales and Customers Sub-niche: Sales and business development All jobs at Bank of America Jobs in Maryland Jobs in Baltimore, MD Baltimore city guide Maryland state guide Baltimore 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)

Gross salary a year Filing State income tax rate %

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.

Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
Be honest about gaps; say what you did to learn and how fast you can close them.
Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
Send a short thank-you message within a day, mentioning one thing you discussed.
Bring concrete results (numbers, quotas, retained clients) and be ready for a role-play.

Know your rights as a candidate and an employee:

The city

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

How Baltimore compares. Among the 80 largest places in Maryland, Baltimore is #1 by population, #77 for household income (#1 = highest), #6 for rent (#1 = cheapest), #65 for homeownership (#1 = highest). Its county, Baltimore, is #4 of 24 counties for average pay ($82,818).

The place in numbers

Baltimore has 573,243 residents (ACS 2020–2024), about 9.2% of the population of Maryland. It covers 81 square miles of land, which works out to roughly 7,082 people per square mile. The median age is 36.2, 8% younger than the state median (36.2 against 39.4).

Housing

The median gross rent is $1,331 a month (rent plus utilities), 22% below the state median ($1,331 against $1,705). Over a year that is 25.7% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $229,600, which is 3.7 times the median household income ($62,177); a ratio under 4 usually means ownership is within reach for many households. 47.5% of households own their home, 30% below the state average (47.5% against 67.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Baltimore-Columbia-Towson, MD metropolitan area has 1,356,680 jobs in the BLS wage survey, and the median pay across all occupations is $59,070 a year, 16% above the national median ($59,070 against $50,980). The biggest occupation groups are office and administrative support (159,220 jobs, median $49,590); management (123,580 jobs, median $128,630); transportation and material moving (113,300 jobs, median $44,720). The area is most specialised in life, physical, and social science (1.5 times) and computer and mathematical (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 ($128,630) and computer and mathematical ($128,330). In 2026M09 the unemployment rate of Baltimore was 4.6%. 63.1% of residents aged 16 and over are in the labour force. The city lies in Baltimore; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 55.5% drive alone, 10.3% use public transit, 5.6% walk, 17.8% work from home. 18.8% of workers commute 45 minutes or more, 22% below the state average (18.8% against 24.2%).

People and education

36.1% of adults aged 25 and over hold a bachelor's degree or higher, 17% below the state share (36.1% against 43.5%). 9.3% of residents were born outside the United States, 44% below the state share (9.3% against 16.6%). The poverty rate is 19.8%, 109% above the state rate (19.8% against 9.4%).

Climate

The warmest month is Jul, averaging 77°F (25.0°C), and the coolest is Jan at 30°F (-1.2°C). About 1,161 mm (46 inches) of precipitation falls in a year; Jun is the wettest month (117 mm) and Jan the driest (70 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: Rosedale (6 miles, rent 4% higher); Arbutus (6 miles, similar rent); Dundalk (7 miles, rent 11% higher); Towson (7 miles, rent 33% higher). Rent differences are against Baltimore; use the Compare tab to put any two cities side by side.

Full guide to Baltimore →Maryland guide All jobs in Baltimore

Official links for Baltimore

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 Baltimore, MD 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 ⇅
Baltimore, MD	0 mi	$1,331	$229,600	$62,177	18.8%	n/a	Jobs
Rosedale, MD	6 mi	$1,378	$276,200	$85,711	18.3%	n/a	—
Arbutus, MD	6 mi	$1,318	$322,600	$99,090	10.2%	n/a	—
Dundalk, MD	7 mi	$1,473	$212,700	$64,520	15.5%	n/a	—
Towson, MD	7 mi	$1,764	$469,000	$101,320	12.8%	n/a	—
Parkville, MD	7 mi	$1,526	$260,400	$79,178	13.6%	n/a	—
Lochearn, MD	7 mi	$1,460	$286,000	$74,707	19.0%	n/a	—
Woodlawn, MD	7 mi	$1,494	$294,200	$82,466	13.4%	n/a	—
Catonsville, MD	7 mi	$1,724	$416,900	$114,109	11.5%	n/a	—
Pikesville, MD	8 mi	$1,707	$434,500	$98,465	9.8%	n/a	—
Carney, MD	9 mi	$1,793	$319,700	$83,620	15.5%	n/a	—
Essex, MD	9 mi	$1,319	$258,900	$67,168	19.3%	n/a	—
Milford Mill, MD	9 mi	$1,653	$273,600	$69,711	21.9%	n/a	—
Glen Burnie, MD	10 mi	$1,648	$348,900	$88,280	16.3%	n/a	—
Ilchester, MD	10 mi	$2,115	$532,400	$152,103	20.2%	n/a	—
Elkridge, MD	10 mi	$2,295	$454,200	$139,913	16.0%	n/a	—
Middle River, MD	10 mi	$1,636	$271,700	$78,398	19.1%	n/a	—
Perry Hall, MD	10 mi	$1,706	$349,600	$106,244	15.3%	n/a	—
Pasadena, MD	10 mi	$2,393	$423,400	$129,727	21.6%	n/a	—
Randallstown, MD	11 mi	$1,577	$327,200	$85,735	23.3%	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 Baltimore, MD 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 ⇅
Philadelphia, PA	93 mi	1,579,706
New York, NY	170 mi	8,483,844
Columbus, OH	342 mi	914,802
Charlotte, NC	366 mi	903,844
Indianapolis, IN	509 mi	885,860
Chicago, IL	607 mi	2,711,226
Jacksonville, FL	682 mi	977,670
Oklahoma City, OK	1,175 mi	697,125
Dallas, TX	1,209 mi	1,307,930
Fort Worth, TX	1,240 mi	963,194
Houston, TX	1,251 mi	2,328,253
Austin, TX	1,347 mi	979,539
San Antonio, TX	1,417 mi	1,479,835
Denver, CO	1,501 mi	718,877
Phoenix, AZ	1,998 mi	1,642,323
San Diego, CA	2,288 mi	1,389,526
Los Angeles, CA	2,325 mi	3,857,263
Seattle, WA	2,329 mi	754,195
San Jose, CA	2,429 mi	990,138
San Francisco, CA	2,484 mi	830,235

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Chevy Chase, MD	34 mi	3
Washington, DC	35 mi	234
Arlington, VA	39 mi	224
McLean, VA	40 mi	169
Alexandria, VA	42 mi	6
Reston, VA	46 mi	10
Springfield, VA	47 mi	1
Ashburn, VA	50 mi	15
Newark, DE	52 mi	8
Wilmington, DE	65 mi	2
Philadelphia, PA	93 mi	165
Fort Washington, PA	95 mi	2
Marlton, NJ	99 mi	13
Bethlehem, PA	113 mi	3
Atlantic City, NJ	116 mi	5

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

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 57 days ago. The full description is on this page and on The Muse.

Where is this job?

Baltimore, MD.

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 Baltimore is $1,331 a month and median household income $62,177 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-09-13 (57 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse sales and business development jobs in Maryland.

Sources and terms

Job data: The Muse public API (listing dated 2026-09-13). The job disappears from this site when it disappears from the source.
Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

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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