Bank of America

Private Wealth Investment Management Specialist

Bank of America

full-time

Posted on:

Location Type: Office

Location: Columbia • North Carolina, South Carolina • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

Mid-LevelSenior

About the role

  • Support the FA or PWA team’s overall investment management philosophy by executing on portfolio analysis and sharing expertise on a wide range of investment product areas.
  • Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons.
  • Partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies.
  • Assist in the preparation of client performance review reports to measure progress to goals.

Requirements

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  • SAFE ACT Registration
  • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
  • 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
  • Merrill Wealth Management is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

Applicant Tracking System Keywords

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

Hard skills
portfolio analysisinvestment strategiesperformance review reportinganalytical skillsportfolio managementinvestment management best practices
Soft skills
communication skillsdecision-makingclient needs identificationproblem-solving
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 licenseSAFE ACT RegistrationForm ADV -2Bfirm approved designation