Consumer Investments Market Leader - Private Bank Financial Solutions Advisor - West Region
Company: Bank of America
Location: Los Angeles
Posted on: April 4, 2026
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Job Description:
Job Description: The following laws or regulations restrict or
prohibit the hiring of individuals with certain specified criminal
history for the position: FDIC, Safe Act/Loan Originators and
FINRA. 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: 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. Managerial
Responsibilities: This position may also have responsibilities for
managing associates. At Bank of America, all managers at this level
demonstrate the following responsibilities, in addition to those
specific to the role, listed above. • 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
Required Qualifications: 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. Desired Qualifications:
Experience in financial services and knowledge of financial
services industry, products and solutions. Experience in mortgage,
retail or hospitality. Experience working in an environment with
individual and team goals where goals were routinely met or
exceeded. Undergraduate college degree. Prior management
experience. Bilingual skills. Skills: Risk Management Leadership
Development Coaching Customer and Client Focus Talent Development
Sales Performance Management Business Operations Management
Customer Service Management Decision Making Executive Presence
Performance Management Recruiting Process Performance Management
Critical Thinking Result Orientation Shift: 1st shift (United
States of America) Hours Per Week: 40 Pay Transparency details US -
CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193),
US - CA - Newport Beach - 500 Newport Center Dr - Newport Center
(CA9165), US - CA - Riverside - 3550 VINE ST - RIVERSIDE GATEWAY
(CA6807), US - CA - San Diego - 701 B ST (CA0816), US - CA - San
Jose - 560 S WINCHESTER BLVD (CA3512), US - CO - Greenwood Village
- 6400 S FIDDLERS GREEN CIR - PLAZA TOWER ONE (CO9400), US - NV -
Las Vegas - 6900 Westcliff Dr - BANK OF AMERICA WEST BC (NV1149),
US - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square (WA3400)
Pay and benefits information Pay range $140,000.00 - $169,400.00
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, Rosemead , Consumer Investments Market Leader - Private Bank Financial Solutions Advisor - West Region, Sales , Los Angeles, California