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Senior Wealth Portfolio Manager – Discretionary PM
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-05-31
Listing for:
Bank of America
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking an experienced investment advisor in Boca Raton, Florida, specializing in high-net-worth clients. The successful candidate will develop personalized investment strategies, manage portfolios, and ensure client retention through exemplary service.
With a minimum of 10 years in investment decision-making and a strong understanding of fiduciary standards required, this role offers the opportunity to lead and mentor associates. A Bachelor's degree in a relevant field is preferred, along with credentials like CPA or CFA.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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