Wealth Investment Strategist - Portfolio Mastery
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-07-27
Listing for:
Bank of America
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Merrill Wealth Management, part of Bank of America, seeks an Investment Management Specialist in Charlotte to support Financial Advisors and advisory teams with portfolio analysis and an expansive range of investment products and services.
The role emphasizes aligning client goals with risk tolerance, monitoring portfolios, and delivering holistic investment solutions using planning tools and internal specialists. Requires Series 7/66 or 7/63/65, and SAFE Act registration.
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