Credit Advisor, Global Wealth & Investment Management
Company: Bank of America
Location: Los Angeles
Posted on: April 1, 2026
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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 an
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. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! Job Description: The Credit Advisor (CA) is a client-facing
role responsible for developing new custom credit relationships
with strategic wealth clients, driving funded loan balance and
revenue growth in a responsible and profitable manner, managing a
portfolio of existing credit relationships, and educating Advisors
on our credit solutions and risk appetite. Within their targeted
geographic territory, the CA leads the credit delivery process from
beginning to end by partnering with Advisors, Underwriting, Risk,
Product Subject Matter Experts, Portfolio Management, and Servicing
& Fulfillment. The CA brings thought leadership and credit
expertise to structuring highly customized credit solutions to meet
the unique needs of our ultra-high-net-worth clients.
Responsibilities: • Leads the growth of funded loans and revenue,
while mitigating risks and adhering to regulatory requirements •
Develops, deepens, and sustains relationships with market
leadership, Advisors, and clients, while building credibility •
Creates a client-centric culture by applying in-depth knowledge of
clients, timely renewals, and issue resolution, and providing
competitive deal structuring while serving as the key point of
contact for credit clients • Educates key partners and Advisors on
platform capabilities and risk appetite to increase engagement and
penetration • Partners and collaborates with Underwriting, Risk,
Operations, and Portfolio Management to deliver a seamless client
experience • Maintains asset quality within the defined Global
Wealth and Investment Management risk appetite limits Required
Qualifications: • 10 plus years of commercial credit or wealth
management credit experience • Strong oral and written
communication skills • Effectively present to Merrill leadership
and advisors around Custom Credit • Strong credit skills
(commercial / UHNW) • Organized and can handle/prioritize several
transactions at the same time • Ability to work well with
underwriting, risk, and other business partners • Find new deals,
structure, prepare deal sheets, negotiate, and close complex loan
structures • Conduct preliminary analysis to determine viability of
loan opportunities (run ratios, DSC analysis, risk rating
estimates, etc. • Manage ongoing loan portfolio (reporting,
covenants, etc.) Desired Qualifications: • Ability to structure
loans to UHNW clients secured by commercial real estate,
securities, artwork, hedge funds, yachts, as well as unsecured
loans • BS degree / MBA Skills: • Business Development • Loan
Structuring • Negotiation • Prospecting • Relationship Building •
Active Listening • Business Acumen • Client Management • Customer
and Client Focus • Profitability Analysis • Influence • Pipeline
Management • Portfolio Management • Problem Solving • Sales
Strategy Shift: 1st shift (United States of America) Hours Per
Week: 40 Pay Transparency details US - CA - Beverly Hills - 9560
WILSHIRE BLVD (CA9801), US - CA - Los Angeles - 2049 Century Park E
- CENTURY CITY MAIN OFFICE (CA9159), US - CA - Newport Beach - 520
Newport Center Dr - Newport Beach 520 Ncd (CA6814) Pay and benefits
information Pay range $126,400.00 - $267,500.00 annualized salary,
offers to be determined based on experience, education and skill
set. Discretionary incentive eligible This role is eligible to
participate in the annual discretionary plan. Employees are
eligible for an annual discretionary award based on their overall
individual performance results and behaviors, the performance and
contributions of their line of business and/or group; and the
overall success of the Company. Benefits This role is currently
benefits eligible. We provide industry-leading benefits, access to
paid time off, resources and support to our employees so they can
make a genuine impact and contribute to the sustainable growth of
our business and the communities we serve.
Keywords: Bank of America, Lancaster , Credit Advisor, Global Wealth & Investment Management, Accounting, Auditing , Los Angeles, California
