Private Wealth Investment Management Specialist

Job Description This job is responsible for defining the Financial Advisor and Advisor team's overall investment management philosophy. Key responsibilities include ensuring client goals and risk profiles are aligned with the chosen asset allocation. Job expectations include partnering with internal specialists, delivering investment solutions via targeted investment strategies, and preparing and presenting client performance reports. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities Develop the group's investment strategy through the development of portfolio analysis Develop extensive expertise in a wide range of investment product areas Deliver a full range of investment products and services from across the enterprise Prepare and present client performance review reports Partner with internal specialists to deliver holistic investment solutions Required Qualifications 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 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 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America