UHNW Portfolio Architect & Advisor

ghr; Chicago (IL); On-site; USD 160,000 - 250,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Job summary

Bank of America in Chicago seeks an UHNW Advisory Strategist to partner with Financial Advisors, delivering customized portfolio construction using CIO and ISG solutions. This role anchors deep investment expertise to tailor asset allocation and manager selection for ultra-high-net-worth clients.

Strategists collaborate with Specialists bank-wide to cover lending, trusts, estate planning, philanthropy, and business transitions while supporting advisors in business development and client

Qualifications

• 10+ years in the financial services industry.
• 5+ years of sales experience.
• Securities licenses: Series 7 and 66.
• Bachelor’s degree required.

Responsibilities

• Educate and educate UHNW Financial Advisors on capabilities and value propositions.
• Strategize with Advisors to deepen UHNW client relationships and present full solution suites.
• Lead portfolio construction for new money opportunities with UHNW clients.
• Provide investment expertise through asset allocation and manager selection.
• Collaborate with enterprise Specialists to meet all wealth needs.
• Partner with local Merrill Market Executives to deliver value-added content.

Skills

Market Analysis

Portfolio Management

Wealth Planning

Analytical Thinking

Client Investments Management

Client Solutions Advisory

Networking

Strategic Thinking

Business Acumen

Collaboration

Critical Thinking

Oral Communications

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Job description

Bank of America in Chicago seeks an UHNW Advisory Strategist to partner with Financial Advisors, delivering customized portfolio construction using CIO and ISG solutions. This role anchors deep investment expertise to tailor asset allocation and manager selection for ultra-high-net-worth clients.

Strategists collaborate with Specialists bank-wide to cover lending, trusts, estate planning, philanthropy, and business transitions while supporting advisors in business development and client