Private Wealth Investment Management Specialist

Bank of America

. Develops the group’s investment strategy through the development of portfolio analysis .

Posted 5/7/2026full-timeColumbia • North Carolina, South Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Develops the group’s investment strategy through the development of portfolio analysis
Develops extensive expertise in a wide range of investment product areas
Delivers a full range of investment products and services from across the enterprise
Develops extensive expertise in a wide range of investment product areas
Prepares and presents client performance review reports
Partners with internal specialists to deliver holistic investment solutions

Requirements

What you’ll need

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE Act Registration; ADV-2B Required
Must maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Thorough knowledge and understanding of the suite of Wealth Management products and services
Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

portfolio analysisinvestment strategy developmentinvestment product expertiseperformance review reportinganalytical skillsportfolio managementinvestment management best practicestrend identificationrisk mitigationclient needs assessment

Soft Skills

strong communication skillsdecision-makingproblem-solvingclient relationship managementcollaborationpresentation skillsadaptabilitycritical thinkinginterpersonal skillsorganizational skills

Certifications

Series 7Series 63Series 65Series 66SAFE Act RegistrationADV-2Bfirm approved designation