Senior Private Client Advisor
cfa instituteMillbrae (CA)
About the role
Bank of America in San Francisco is seeking an experienced Private Banking professional to acquire and deepen client relationships, delivering a Branded Client Experience and access to full Private Bank capabilities. You will tailor wealth solutions, coordinate across teams, and manage client needs in a dynamic environment.
The role demands extensive private banking experience, strong communication and leadership, and the ability to drive new business with high-net-worth clients.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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