Bank of America
Private Wealth Investment Management Specialist
$60K–$96K
Chicago · Full-time · Posted May 20, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Develops investment strategies and manages client portfolios to align with clients’ goals, risk tolerance, and time horizons, while supporting Financial Advisors with analysis, recommendations, and performance reporting.
What you'll do
- Monitor markets, research, and client portfolios; recommend strategies and adjustments aligned with client objectives.
- Manage team investment models and coordinate Investment Committee materials and meetings.
- Prepare portfolio performance reports, support trades, and explain pricing and investment solutions to clients.
What they ask for
- Series 7 and 66, or Series 63 and 65; obtain applicable state registrations for supported advisors and teams.
- Maintain at least one firm-approved designation.
- SAFE Act registration and ADV-2B required.
- Strong communication, analytical, and portfolio management skills; knowledge of wealth management products and services.
Nice to have
- CFA designation.
- Strong technical and analytical experience; advanced trading expertise.
Pay
$60,000.00 - $96,000.00 annualized salary (base salary)
Tools
Chief Investment Office (CIO) tools, proprietary planning and investment management tools, CRC, ML One
Model-written summary · the original posting is authoritative