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Senior Private Client Advisor — Wealth Strategy & Growth
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-27
Listing for:
Bank of America
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Portland, OR seeks a senior Private Banker/Wealth Advisor to acquire and deepen client relationships, delivering a Branded Client Experience across the Private Bank platform. You will lead a client team, identify opportunities, and coordinate with specialists to meet complex wealth needs.
The role requires Series 7/63/65 (or Series 7/66), 12+ years in private banking, and a proven ability to drive new business with UHNW clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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