Bank of America
ISG UHNW Portfolio Strategist
$160K–$250K
Chicago · Full-time · Posted Sep 29, 2026
- Experience
- 10+ years in financial services and 5+ years in sales; Series 7 and 66 may be obtained within 120 days of hire.
- Education
- Bachelor’s degree.
About the job
Partners with Financial Advisors to provide customized investment guidance and portfolio construction for UHNW clients and prospects, while connecting them with broader wealth-management capabilities.
What you'll do
- Build relationships with UHNW-focused Financial Advisors and advise on deepening client relationships and presenting firm solutions.
- Lead portfolio construction for new-money opportunities, including client discovery, asset allocation, and traditional and alternative manager selection.
- Collaborate with firm specialists and local Market Executives to address clients’ wealth needs and deliver advisor content.
What they ask for
- 10+ years’ experience in the financial services industry.
- 5+ years' sales experience.
- Series 7 and 66 licenses, or ability to obtain within 120 days of hire.
- Strong communication, interaction, and presentation skills; bachelor’s degree.
Nice to have
- Portfolio construction, manager selection, investment management, or Wealth Management investment support/sales experience supporting Financial Advisors.
- Enhanced investment credentials (CIMA, CAIA, CPWA, CFA, etc.).
Pay
$160,000.00 - $250,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative