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Private Wealth Investment Management Professional

2 months ago

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

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Private Wealth Investment Management Specialist, you will play a critical role in defining 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.

Key Responsibilities
  • Develop and implement investment strategies that align with client goals and risk profiles
  • Partner with internal specialists to deliver holistic investment solutions
  • Prepare and present client performance review reports to measure their progress to goals
  • Stay up-to-date with industry trends and best practices in investment management
Requirements
  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
  • SAFE ACT Registration
  • Individuals in this role are required to maintain a Form ADV -2B
  • Obtain and/or maintain at least one firm-approved designation
  • Possess and demonstrate strong communication skills
About Us

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We empower our employees to bring their whole selves to work and value diversity in our thoughts, business, and within our employees and clients.