Private Wealth Investment Management Specialist

4 weeks ago

San Francisco, California, United States Bank of America Full time
Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients.

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Key Responsibilities:
  • Define the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio analysis and expertise in a wide range of investment product areas.
  • Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client.
  • Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable financial planning tools if appropriate.
  • Partner with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies.
  • Prepare and present client performance review reports to measure their 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
  • Obtain and/or 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:

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.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.

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