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Senior Wealth Portfolio Strategist
Job in
Fort Lauderdale, Broward County, Florida, 33336, USA
Listed on 2026-08-09
Listing for:
Bank of America
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Bank of America is seeking a senior investment-focused advisor to manage discretionary portfolios for high-net-worth clients in a McMansion Fort Lauderdale setting. You will design and monitor strategies across asset classes, with emphasis on risk control and client communication.
Your expertise will drive retention, growth, and trusted partnerships. The role requires in-depth knowledge of fiduciary standards, complex investments, and cross-team collaboration to deliver integrated solutions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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