Elite Private Wealth Relationship Manager - Trading Focus

Bank of America; Jacksonville (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America is seeking a strong Wealth Specialist to manage a book of high-net-worth, self-directed clients, handling complex trading and servicing needs in a client-centered, growth-focused role.

You will drive asset growth, deepen relationships, and collaborate with GWIM, US Trust, and Advisory teams to deliver a superior client experience. Licensing (Series 7/66) and risk management are essential.

Qualifications

• 3–5 years of investment, trading and brokerage experience.
• Experience with advanced trading strategies, options, fixed income, and margin.
• Series 7 and 66 licensing required.
• Strong analytical and organizational skills.
• Ability to manage risk and client experience.

Responsibilities

• Manages a book of high-net-worth, self-directed clients and serves as primary point of contact for trading and servicing needs.
• Delivers on performance goals by driving asset growth and expanding client relationships.
• Demonstrates knowledge of trading mechanics, fixed income, options, margin and margin regulations.
• Executes a disciplined approach to business development strategies to achieve growth while focusing on client experience.
• Works across GWIM, US Trust and Advisory to deliver a world-class relationship model.

Skills

Investment experience

Trading

Client relationship

Analytical skills

Team player

Education

Series 7 and 66 licensing

Job description

Bank of America is seeking a strong Wealth Specialist to manage a book of high-net-worth, self-directed clients, handling complex trading and servicing needs in a client-centered, growth-focused role.

You will drive asset growth, deepen relationships, and collaborate with GWIM, US Trust, and Advisory teams to deliver a superior client experience. Licensing (Series 7/66) and risk management are essential.