Strategic Growth Manager, Wealth Advisory

Bank of America; Northbrook (IL); On-site; USD 39,743 - 61,992; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan

Job summary

Bank of America is seeking an EPG Trainee to develop and service financial advisor teams in Northbrook, Illinois. This program prepares candidates to become licensed professionals while engaging clients and implementing marketing strategies.

The ideal applicant will partner with Financial Advisors to enhance the client experience and fulfill regulatory requirements, managing projects and maximizing team productivity. A strong focus on Wealth Management products is essential, along with excellent leadership and communication skills.

This role offers competitive pay and is eligible for an incentive plan tied to performance metrics.

Qualifications

• Must obtain either Series 7 and 66 licenses or Series 7, 63, and 65.
• Understanding of delivering a strong client experience.
• Proven ability to manage risk and make sound decisions.

Responsibilities

• Partner with Financial Advisors to develop and execute the team’s business plan.
• Monitor business performance across key indicators.
• Ensure adherence to regulatory requirements and firm policies.

Skills

Strong leadership abilities

Communication skills

Analytical skills

Understanding of Wealth Management products

Education

High School Diploma, GED, or equivalent

Tools

Salesforce

Job description

Bank of America is seeking an EPG Trainee to develop and service financial advisor teams in Northbrook, Illinois. This program prepares candidates to become licensed professionals while engaging clients and implementing marketing strategies.

The ideal applicant will partner with Financial Advisors to enhance the client experience and fulfill regulatory requirements, managing projects and maximizing team productivity. A strong focus on Wealth Management products is essential, along with excellent leadership and communication skills.

This role offers competitive pay and is eligible for an incentive plan tied to performance metrics.