Consumer Investments Market Leader – Wealth Management

Bank of America

. Champions organizational vision and values executing consistently to drive business results .

Posted 5/13/2026full-timeLos Angeles • California, Illinois, Washington • 🇺🇸 United StatesSenior💰 $140,000 - $169,400 per yearWebsite

About the role

Key responsibilities & impact

Champions organizational vision and values executing consistently to drive business results
Manages the financial planning and asset-based relationship sales process
Engages with Financial Center Advisors, coaching for strategic business drivers and successful professional growth and development
Manages sales using growth plans in Sales Force
Manages effective Financial Center Advisor recruiting strategies
Administers superior sales supervision and practices in the market
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

What you’ll need

Has Series 7 and 66, or is able to obtain any/all required licenses within a specified period of time.
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.
5+ years' of demonstrated experience with sales/bank operations and building, leading, managing and coaching a team.
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.
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.
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

Comp & perks

industry-leading benefits
access to paid time off
resources and support to employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

financial planningsales process managementcoachingbudget managementsales supervisionteam managementcritical thinkingproblem-solvingperformance assessmentsales operations

Soft Skills

leadershipcommunicationcollaborationmotivationadaptabilitytime managementrelationship buildingresults-orientedself-starterflexibility

Certifications

Series 7Series 66supervisory licenses (8, 9, 10)Series 4Series 24Series 53