Bank of America
Private Wealth Investment Management Specialist
$62K–$108K
Chicago · Full-time · Posted Oct 5, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Defines investment philosophy for financial advisors and supports clients with portfolio alignment, investment products, and holistic wealth management solutions.
What you'll do
- Aligns client risk profiles, goals, objectives, and asset allocations.
- Delivers investment products and services, partnering with product specialists to address client goals.
- Prepares and presents client performance review reports.
What they ask for
- Series 7 and Series 63/65 or 66, or equivalent; must obtain registrations held by supported Financial Advisors and Advisor Teams.
- SAFE Act Registration and ADV-2B; must obtain and/or maintain at least one firm-approved designation.
- Strong communication skills and thorough understanding of Wealth Management products and services.
- Strong analytical and portfolio management skills, including the ability to identify trends and implement investment strategies.
Pay
$62,000.00 - $108,000.00 annualized salary, base salary
Model-written summary · the original posting is authoritative