at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 9 days ago
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**Wealth Management Specialist** leads client portfolios, requiring 5+ years' experience in investment analysis and financial planning. Manage multi-million dollar accounts, utilizing tools like Fidelity's Wealthscape and Charles Schwab's PortfolioCenter. Collaborate with teams using Microsoft Office Suite, maintaining compliance with regulations. Develop, implement, and monitor personalized investment strategies using ETFs, mutual funds, and bonds.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
