Private Client Advisor II
Pittsburgh, PA · On-site
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Pittsburgh, PA · On-site
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Role Overview We are seeking a senior digital leader and trusted client advisor to lead the digital experience for one of the world's most innovative hightech clients. This role sits at the ...
Role Overview We are seeking a senior digital leader and trusted client advisor to lead the digital experience for one of the world's most innovative hightech clients. This role sits at the ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Palo Alto, CA · On-site
$100K - $275K/yr
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Palo Alto, CA · On-site
$100K - $275K/yr
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Buffalo, NY · On-site
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Buffalo, NY · On-site
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Baltimore, MD · On-site
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Baltimore, MD · On-site
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Walnut Creek, CA · On-site
$100K - $275K/yr
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Walnut Creek, CA · On-site
$100K - $275K/yr
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Cleveland, OH · On-site
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Cleveland, OH · On-site
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
$100K - $275K/yr
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
$100K - $275K/yr
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Chevy Chase, DC · On-site
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Chevy Chase, DC · On-site
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Los Angeles, CA · On-site
$100K - $275K/yr
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Los Angeles, CA · On-site
$100K - $275K/yr
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Palo Alto, CA · On-site
$100K - $275K/yr
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Private Client Advisor II
Palo Alto, CA · On-site
$100K - $275K/yr
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations ... Encourages use and adoption of digital capabilities to enhance the client and client team ...
Digital Client Advisor information
See salary details
$5.29 - $10.82
13% of jobs
$10.82 - $16.35
8% of jobs
$16.71 is the 25th percentile. Wages below this are outliers.
$16.35 - $21.88
60% of jobs
$21.88 - $27.40
5% of jobs
$27.40 - $32.93
0% of jobs
$32.93 - $38.46
0% of jobs
$38.46 - $43.99
0% of jobs
$43.99 - $49.52
1% of jobs
$49.52 - $55.05
4% of jobs
$55.05 - $60.58
4% of jobs
$60.58 - $66.11
4% of jobs
$5
$26
$66
How much do digital client advisor jobs pay per hour?
As of Jul 21, 2026, the average hourly pay for digital client advisor in the United States is $26.39, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $21.88 per hour, depending on experience, location, and employer.
What is the difference between Digital Client Advisor vs Financial Advisor?
| Aspect | Digital Client Advisor | Financial Advisor |
|---|---|---|
| Credentials | Typically requires certifications like CFP or Series 7 | Requires CFP, Series 7, or similar licenses |
| Work Environment | Online platforms, remote or hybrid settings | In-person meetings, office or client locations |
| Employer & Industry | Banking, investment firms, fintech companies | Wealth management firms, banks, independent practices |
| Search & Comparison | Often compared for client interaction methods and digital tools | Compared for personalized financial planning and advice |
The Digital Client Advisor and Financial Advisor roles share many credentials and industry settings, but differ mainly in their work environment and client interaction methods. Digital Client Advisors focus on online engagement and remote services, while Financial Advisors often meet clients face-to-face for personalized planning.
More about Digital Client Advisor jobs
What job categories do people searching Digital Client Advisor jobs look for? The top searched job categories for Digital Client Advisor jobs are:
Bank Of America rating
8.2
Based on 520 frontline employees who took The Breakroom Quiz
44th of 149 rated banks
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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Required skills:
Desired skills:
Additional Skills Used in this Role:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. 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
Required skills:
- 12+ years of private banking or complex financial services experience OR equivalent financial services/business experience
- Responsible for driving new business development for target client segment ($3MM++ investable assets)
- Present to clients a holistic approach, leveraging the entire Private Bank platform
- A high touch, client-focused individual with exceptional interpersonal skills
- A 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 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
- Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)
Desired skills:
- MBA or Post-Graduate Degree preferred
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Additional Skills Used in this Role:
- Business development
- Prospecting and Qualification
- Oral Communication
- Investment Products and Solution
- Client team management
- Influencing
- Consulting
- Problem Solving
- Investment Products and Solutions
- Advisory Sales
- Pipeline management
- Active Listening
- Collaboratio
- Transitioning client conversations
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998