Wealth Investment Strategist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-20
Listing for:
Bank of America
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Portfolio Manager, Financial Advisor
Job Description & How to Apply Below
Bank of America is hiring for the Merrill Wealth Management team in New York, focusing on wealth management and investment solutions. This role involves performing specialized functions, supporting Financial Advisors, and managing client investment portfolios. Successful candidates will engage in portfolio analysis, deliver holistic investment solutions, and ensure alignment with client goals.
Candidates will need Series 7 and 66 licenses or equivalent, and must be committed to upholding strong client relationships through transparent communication. The position offers a comprehensive benefits package and the opportunity to make a substantial impact in financial decision-making.
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