Bank of America
Wealth Management Specialist
Wayzata · Full-time · Posted Oct 2, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Financial Advisor teams by developing client relationships, analyzing portfolios, aligning investments with client goals and risk profiles, and delivering investment solutions and reviews.
What you'll do
- Develop and service client segments, deepen relationships, and help gather assets from existing clients.
- Analyze portfolios and ensure client risk profiles, goals, objectives, and asset allocations are aligned.
- Prepare and present client performance reviews and support investment product delivery and marketing.
What they ask for
- Currently holds or is pursuing Series 7 and 63/65 or 66 (or equivalent); must obtain required state registrations.
- SAFE Act Registration and ADV-2B required.
- Obtain and/or maintain at least one firm-approved designation.
- Strong communication, analytical, and portfolio management skills; thorough knowledge of Wealth Management products and services.
Pay
$26.00 - $45.00 USD hourly pay
Tools
Salesforce, Wealth Management Workstation
Model-written summary · the original posting is authoritative