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Bank Of America Private Wealth Investment Management Specialist United States, California, San Francisco 573524296
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The Private Wealth Investment Management Specialist is responsible for defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio analysis and expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable financial planning tools if appropriate. Partner with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies. Prepare and present client performance review reports to measure their progress to goals. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource.
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
Role Requirements:
Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
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
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