1+ months

Financial Analyst, Merrill Lynch Private Wealth Management

San Francisco, CA 94103
  • Jobs Rated
**Job Description:**

A nationally recognized Private Wealth Management Team is looking to add an exceptional financial analyst who can work with sophisticated, ultra-high net worth clients. The Campbell Team manages over $1 billion in assets for individuals with an average net worth of at least $25 million. Recently the team was recognized by the Financial Times as one of the Top 400 Financial Advisors in America, by Forbes as a Top Advisor in the Bay Area and a Top Women Wealth Advisor. The team is part of the Merrills Private Wealth Management group dedicated to serving the needs of ultra-high net worth individuals. The analyst will be involved in portfolio analysis, research and relationship management.

We encourage candidates to learn more about the team by visiting https://pwa.ml.com/thecampbellgroup .

Two years prior financial analyst experience preferred. Strong GPA and undergraduate experience preferred.

Analyst - Investments (Exempt):


+ Review, research, understand, and communicate market trends and their impact on various investment products as they relate to client portfolios.

+ Coordination with specialist teams in the firm for asset allocation, manager selection and overall investments views.

+ Monitor client portfolios by reviewing investment allocations, comparing performance of various mutual funds, hedge funds, and third party money managers against appropriate benchmarks.

+ Understand the firm's various investment platforms by participating in conference calls, attending investment manager meetings, and sharing with the Financial Advisor new developments.

+ Attend client meetings.


+ Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses

+ All state licenses in support of FA or FA Teams client base

+ All product licenses in support of FA or FA Teams client base

+ Obtain and/or maintain at least one firm approved designation

+ Safe Act Registered

Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America.

**Posting Date** : 08/16/2019

**Location** :

San Francisco, CA, 101 CALIFORNIA ST (CA5332),

- United States

**Travel** : No

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.


  • Banking / Finance

Jobs Rated Reports for Financial Analyst

Posted: 2019-05-17 Expires: 2019-09-18

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

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Financial Analyst, Merrill Lynch Private Wealth Management

Bank of America
San Francisco, CA 94103

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Financial Analyst
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Median Salary: $84,300

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