Wealth Investment Strategy Specialist
Job in
Wayzata, Hennepin County, Minnesota, 55391, USA
Listed on 2026-08-07
Listing for:
Bank of America
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America Merrill Wealth Management is seeking a seasoned professional to support a Financial Advisors team through portfolio analysis, business management and development activities.
You'll leverage planning tools and proprietary models to deliver holistic investment solutions, align portfolios with client goals, and provide operational support with a focus on client service. This position may involve mortgage loan work and compliance requirements.
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