Bank of America
ISG UHNW Portfolio Strategist
Tampa · Full-time · Posted Sep 29, 2026
- Experience
- 10+ years’ experience in financial services industry; 5+ years' sales experience.
- Education
- Bachelor’s degree
About the job
Partners with Financial Advisors to provide UHNW clients and prospects with customized portfolio construction, investment guidance, and access to the firm’s wealth capabilities.
What you'll do
- Build relationships with UHNW-focused Financial Advisors and help deepen existing client relationships and develop prospects.
- Lead portfolio construction for new-money opportunities, including custom asset allocation and traditional and alternative manager selection.
- Collaborate with firm specialists to address clients’ broader wealth needs, including lending, trust and estate planning, philanthropy, and business sales.
What they ask for
- Series 7 and 66 licenses, or ability to obtain them within 120 days of hire.
- 10+ years’ experience in the financial services industry.
- 5+ years' sales experience.
- Bachelor’s degree; strong communication, interaction, and presentation skills.
Nice to have
- Previous experience in portfolio construction, manager selection, investment management, or a Wealth Management investment support/sales role supporting Financial Advisors.
- Enhanced investment credentials such as CIMA, CAIA, CPWA, or CFA.
Model-written summary · the original posting is authoritative