Bank of America

Consumer Investments Market Leader – Private Bank Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: Los Angeles • Arizona • California • United States

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Salary

💰 $140,000 - $169,400 per year

Job Level

Senior

About the role

  • This job is responsible for managing a team that may be composed of field-based Financial Solutions Advisors.
  • Key responsibilities include driving local strategies and tactics surrounding the client experience, deepening and growing relationships, and ensuring operational excellence at the market and financial center levels.
  • Job expectations include working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results.
  • Models an inclusive environment for employees and clients, aligned to company D&I goals.
  • Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
  • Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
  • Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
  • Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
  • Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
  • Assesses talent and builds bench strength for roles across the organization.
  • Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Requirements

  • Has Series 7 and 66.
  • Has supervisory licenses of an 8 (or 9 and 10 combined) or possesses a Series 4, 24 and 53, or is able to obtain any/all required licenses within a specified period of time.
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborates effectively to get things done, building and nurturing strong relationships with key partners/clients across and outside of organizations.
  • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
  • Has 5+ years’ of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team.
  • Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Has the ability to learn and adapt to new information and technology platforms.
  • Applies strong critical thinking and problem-solving skills to meet clients’ needs as well as escalate as needed with sense of urgency.
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Can attract, recruit and retain an effective sales and operations team.
  • Efficiently manages your time and capacity.
  • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment.
  • Can interpret performance results, find opportunities to drive success and hold others accountable to results.
  • Can be flexible to work weekends and/or extended hours as needed.
  • Travel required: Will vary depending on geography.
  • Is proficient in computer skills and professional programs (example: Microsoft Office).
  • Has the ability to pass compliance requirements.
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Series 7Series 66supervisory licensesSeries 4Series 24Series 53sales operationscoachingcritical thinkingproblem-solving
Soft Skills
self-starterstrong work ethicrelationship buildingcommunicationadaptabilitytime managementdelegationflexibilitymotivationresults-oriented