Bank of America
Investment Management Specialist
$55K–$96K
Pasadena · Full-time · Posted Sep 25, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports a Financial Advisor team by analyzing and managing client portfolios, reviewing investment models and market conditions, and providing investment reporting and client service.
What you'll do
- Monitor market conditions, research portfolio recommendations, and manage client portfolios against goals, risk tolerance, and time horizons.
- Review team investment models and produce portfolio-performance reports for Financial Advisors.
- Share pricing findings with clients and support appropriate investment solutions.
What they ask for
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; obtain all state registrations held by the supported Financial Advisor(s) and teams.
- SAFE ACT Registration.
- Maintain at least one firm approved designation.
- Strong communication, analytical, and portfolio management skills; thorough knowledge of Wealth Management products and services.
Pay
$55,000.00 - $96,000.00 USD annualized salary (base salary)
Tools
Chief Investment Office (CIO), Form ADV -2B
Model-written summary · the original posting is authoritative