Private Client Advisor II

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-09-03

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

• 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

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

• 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

Explore around this job

Field: Sales and Customers Sub-niche: Sales and business development All jobs at Bank of America Jobs in Ohio Jobs in Cleveland, OH Cleveland city guide Ohio state guide Cuyahoga County economy

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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.

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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:

• U.S. Equal Employment Opportunity Commission: prohibited employment practices
• U.S. Department of Labor: Wage and Hour Division
• CareerOneStop (U.S. Department of Labor): job search help, interview tips and resumes
• USA.gov: avoiding job scams

The city

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

How Cleveland compares. Among the 100 largest places in Ohio, Cleveland is #2 by population, #96 for household income (#1 = highest), #94 for homeownership (#1 = highest), #27 for rent (#1 = cheapest). Its county, Cuyahoga County, is #2 of 88 counties for average pay ($75,134).

The place in numbers

Cleveland has 366,097 residents (ACS 2020–2024), about 3.1% of the population of Ohio. It covers 78 square miles of land, which works out to roughly 4,710 people per square mile. The median age is 36.3, 9% younger than the state median (36.3 against 39.7).

Housing

The median gross rent is $945 a month (rent plus utilities), 9% below the state median ($945 against $1,034). Over a year that is 27.8% 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 $102,000, which is 2.5 times the median household income ($40,801); a ratio under 4 usually means ownership is within reach for many households. 41.7% of households own their home, 38% below the state average (41.7% against 67.2%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Cleveland, OH metropolitan area has 1,031,130 jobs in the BLS wage survey, and the median pay across all occupations is $50,140 a year, about the same as the national median ($50,140 against $50,980). The biggest occupation groups are office and administrative support (117,740 jobs, median $47,300); food preparation and serving related (90,560 jobs, median $31,320); transportation and material moving (88,040 jobs, median $42,360). The area is most specialised in production (1.5 times) and healthcare practitioners and technical (1.3 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($107,210) and computer and mathematical ($99,970). In 2026M09 the unemployment rate of Cuyahoga County was 2.0%. 60.4% of residents aged 16 and over are in the labour force. The city lies in Cuyahoga County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 64.6% drive alone, 6.5% use public transit, 5.2% walk, 11.5% work from home. 7.3% of workers commute 45 minutes or more, 32% below the state average (7.3% against 10.8%).

People and education

22.4% of adults aged 25 and over hold a bachelor's degree or higher, 29% below the state share (22.4% against 31.5%). 6.3% of residents were born outside the United States, 21% above the state share (6.3% against 5.2%). The poverty rate is 30.6%, 130% above the state rate (30.6% against 13.3%).

Climate

The warmest month is Jul, averaging 73°F (23.0°C), and the coolest is Jan at 28°F (-2.5°C). About 937 mm (37 inches) of precipitation falls in a year; May is the wettest month (96 mm) and Feb the driest (56 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: Garfield Heights (6 miles, rent 19% higher); Lakewood (6 miles, rent 13% higher); Cleveland Heights (6 miles, rent 29% higher); Shaker Heights (7 miles, rent 24% higher). Rent differences are against Cleveland; use the Compare tab to put any two cities side by side.

Full guide to Cleveland →Ohio guideAll jobs in Cleveland

Official links for Cleveland

• Census Bureau data profile for Cleveland
• Official state website: ohio.gov
• BLS Economy at a Glance: Ohio

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

The job city has no coordinates we can place on the map, so no housing comparison is shown. Use the 250 largest cities table to compare rent and income.

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

This job has no single city we can place on the map (remote, flexible or unmatched location), so no distance table is shown. Browse all Sales and Customers jobs with distances from any of the 20 largest cities.

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

• Official website of Bank of America: bankofamerica.com
• SEC EDGAR: company filings search
• Official state website: nc.gov

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".

Other open jobs at Bank of America

Similar jobs

Same sub-niche: Sales and business development

More jobs in Cleveland, OH

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

Where is this job?

Cleveland, OH.

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 Cleveland is $945 a month and median household income $40,801 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-09-03 (66 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse sales and business development jobs in Ohio.

Sources and terms

• Job data: The Muse public API (listing dated 2026-09-03). 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

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)