Senior Private Client Advisor - Wealth Strategy & Banking
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Banking & Finance, Financial Advisor / Consultant, Financial Sales
Bank of America seeks an experienced wealth management professional in Jacksonville to acquire and deepen client relationships, coordinating across enterprise teams to deliver a Branded Client Experience. The role focuses on residential mortgage opportunities and private banking integration to meet client goals.
Applicants should bring 12+ years in private banking or equivalent financial services, Series licenses or willingness to obtain them within 90 days, and a strong client-focused
We would love to welcome a new Senior Private Client Advisor
- Wealth Strategy & Banking to our organisation in Jacksonville, FL, United States.
Join Bank of America and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Private Client Advisor
- Wealth Strategy & Banking role at Bank of America, based in Jacksonville, FL, United States.
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