Private Wealth Investment Management Specialist
Bank of America · Charlotte, NC · 1 mo ago
FinanceFull-time
Responsibilities
- 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
- Prepares and presents client performance review reports
- Presents investment opportunities to clients
- Partners with internal specialists to deliver holistic investment solutions
- Provides residential mortgage loans, and as such, is subject to SAFE Act registration requirements
Requirements
- 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
Qualifications
- High School Diploma / GED / Secondary School or equivalent
Skills
- Causation Analysis
- Financial Management
- Investment Management
- Trading Strategy
- Trading and Investment Analysis
- Portfolio Analysis
- Portfolio Management
- Price Verification and Valuation
- Trade Monitoring
- Trading
- Client Investments Management
- Client Solutions Advisory
- Financial Analysis
- Financial Forecasting and Modeling
- Wealth Planning
Benefits
- In-office culture supporting collaboration, engagement, and career development
- Clear in-office expectations with appropriate flexibility based on role-specific responsibilities and business needs
- Empowerment to bring your whole self to work
- Commitment to diversity and inclusion
Pay
- Competitive compensation package
Schedule
- 1st shift (United States of America)
- Hours Per Week: 40