Defines the Financial Advisor and Advisor team's overall investment management philosophy
Ensures client goals and risk profiles are aligned with the chosen asset allocation
Partners with internal specialists and delivers investment solutions via targeted investment strategies
Prepares and presents client performance reports
May be responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements
Engages in developing the group's investment strategy through portfolio analysis
Develops extensive expertise in a wide range of investment product areas
Delivers a full range of investment products and services from across the enterprise

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE Act Registration; ADV-2B Required
Must maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Thorough knowledge and understanding of the suite of Wealth Management products and services
Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

In-office culture that supports collaboration and engagement
Career development opportunities
Access to investment insights of Merrill coupled with banking convenience of Bank of America

Private Wealth Investment Management Specialist

Key skills