Consumer Investments Market Leader – Wealth Management

Bank of America

Manage a team of Financial Solutions Advisors for Bank of America, driving strategies and client relationships. Ensure operational excellence and cultivate partnerships to achieve results.

Posted 7/17/2026full-timeLos Angeles • California, Washington • 🇺🇸 United StatesSenior💰 $135,000 - $178,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership in managing and coaching a team of Financial Solutions Advisors while driving client-focused strategies and operational excellence. Possesses critical thinking and problem-solving skills to enhance client experiences and achieve business results.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseSupervisory License (8, 9, 10) or Series 4, 24, 535+ Years of Sales/Bank Operations ExperienceTeam Management and Coaching

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales OperationsClient Relationship ManagementProblem SolvingCritical ThinkingPerformance Analysis

Soft Skills

Effective CommunicationCollaborationMotivationAdaptabilityTime Management

Certifications & Qualifications

Series 7Series 66Supervisory License (8, 9, 10) or Series 4, 24, 53

Industry Keywords

Financial SolutionsClient ExperienceOperational ExcellenceSales Team ManagementRegulatory Compliance

About the role

Key responsibilities & impact

managing a team that may be composed of field-based Financial Solutions Advisors
driving local strategies and tactics surrounding the client experience
deepening and growing relationships
ensuring operational excellence at the market and financial center levels
working across the organization to develop business knowledge and cultivate one team partnership to collectively achieve results

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.

Benefits

Comp & perks

industry-leading benefits
access to paid time off
resources and support to our employees