1 day old

Private Wealth Investment Analyst

Bank of America
San Francisco, CA
  • Job Code
Company Bank of America

Job Title Private Wealth Investment Analyst

Jobid bankofamerica-18001529SanFranciscoCA

Location: San Francisco, CA, 94103, USA

Description **Job Description:**

The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non-exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months.

Private Wealth Analyst - Investments (Exempt)

+ Define investment philosophy and strategy (e.g., asset allocation, strategic vs. tactical, active vs. passive) and clearly articulate approach to investing that is implemented through a repeatable process

+ Manage client portfolio’s using a fully documented investment philosophy leveraging Wealth Management tools and review portfolios for potential rebalancing

+ Establish a clear buy/sell discipline for selecting investment products consistent with client goals and risk tolerance for initiating and selling positions

+ Implement, manage and deliver via the creation of model portfolios and engage in ongoing performance analysis of various asset classes as well as client education. Have deep knowledge of the various Merrill Lynch investment platforms (e.g., MLPA, UMA, PIA, MFA) as well as the available products and solutions and relevant contacts

+ Conduct ongoing research on markets and investments and follow disciplined process to monitor and respond to external events


+ Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses

+ All state licenses in support of FA or FA Team’s client base

+ All product licenses in support of FA or FA Team’s client base

+ Obtain and/or maintain at least one firm approved designation

+ Safe Act Registered

Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.

**Posting Date** : 01/09/2018

**Location** :

San Francisco, CA, 101 CALIFORNIA ST (CA5332),

- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 37.5

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Private Wealth Investment Analyst

Bank of America
San Francisco, CA

Share this job

Private Wealth Investment Analyst

Bank of America
San Francisco, CA

Separate email addresses with commas

Enter valid email address for sender.

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast