Private Wealth Investment Management Specialist
Bank of America
- Boston, MA
- Permanent
- Full-time
- Causation Analysis
- Financial Management
- Investment Management
- Trading Strategy
- Trading and Investment Analysis
- Portfolio Analysis
- Portfolio Management
- Price Verification and Valuation
- Trade Monitoring
- Trading
- Client Investments Management
- Client Solutions Advisory
- Financial Analysis
- Financial Forecasting and Modeling
- Wealth Planning.
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- Obtain and/or maintain at least one firm approved designation