Private Client Advisor II — Holistic Wealth
Job in
Chevy Chase, Montgomery County, Maryland, 20815, USA
Listed on 2026-02-13
Listing for:
Bank of America
Full Time
position Listed on 2026-02-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A major financial institution in Chevy Chase is looking for a professional responsible for client acquisition and relationship management. The role involves leading the Client Management Process and working with diverse financial services to meet client needs. Candidates must have over 12 years of experience in private banking or complex financial services and possess exceptional interpersonal and negotiation skills. A high school diploma is required, with an MBA or similar degree preferred.
The position offers a competitive salary range and benefits.
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