Investment Portfolio Manager

1 day ago


Towson, United States Bank of America Full time
Job Title: Investment Manager Specialist

About the Role:

This position is responsible for providing specialized support to a team of Financial Advisors, focusing on investment management and business development activities. The successful candidate will have a strong understanding of investment products and services, as well as excellent analytical and communication skills.

Key Responsibilities:

  • Provide operational support and quality client service through a range of investment products and services.
  • Leverage specialists and financial planning tools to deliver holistic investment solutions.
  • Monitor and manage client portfolios to align with client goals, objectives, risk tolerance, and time horizons.
  • Assess and share pricing findings with clients to ensure understanding of the value of advice and accompanying solutions.

Requirements:

  • Series 7, 63/65 or 66 or equivalent.
  • Safe Act Registration.
  • Obtain and/or maintain at least one firm-approved designation.
  • Strong communication and analytical skills.
  • Thorough knowledge and understanding of Wealth Management products and services.

What We Offer:

Bank of America is committed to being a great place to work for our teammates around the world. We offer a diverse and inclusive workplace, competitive benefits, and opportunities for growth and development.

How to Apply:

Interested candidates should submit their application through our website.



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