Private Wealth Portfolio & Advisory Specialist

Bank of America; Chicago (IL); On-site; USD 62,000 - 108,000; Full time

Job summary

Bank of America’s Merrill Wealth Management in Chicago seeks a Financial Advisor to define the team’s investment philosophy and develop portfolio analysis across a broad range of products. You will ensure client risk profiles and asset allocations are aligned and collaborate with internal specialists to deliver holistic solutions.

This role may involve residential mortgage lending and SAFE Act compliance; you will register and undergo background checks.

Qualifications

• Must hold 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
• Obtain and/or 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

Responsibilities

• Ensures risk profiles, goals, objectives and asset allocations are aligned and applied to each individual client
• Delivers the full range of investment products and services to clients
• Leverages financial product specialist as appropriate to meet client goals
• Prepares and presents client performance review reports

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America’s Merrill Wealth Management in Chicago seeks a Financial Advisor to define the team’s investment philosophy and develop portfolio analysis across a broad range of products. You will ensure client risk profiles and asset allocations are aligned and collaborate with internal specialists to deliver holistic solutions.

This role may involve residential mortgage lending and SAFE Act compliance; you will register and undergo background checks.