21 days old

Private Wealth Investment Analyst

Chicago, IL 60664
**Job Description:**



The Analyst is a fully paid or firm paid (exception only), salaried, exempt position on the Private Wealth Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the PWA or PWA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. .



**Responsibilities:**



Develop and service client segments and the next generations and beneficiaries.



Develop, profile, and qualify new prospective clients through practice client acquisition strategies



Organize client events, referral alliances, and targeted seminars with a focus on strategic networking, sourcing and introductions



Implement Goals-BasedWealth Management process utilizing current tools and technologies for clients and prospects.



Gather additional assets from existing client base and deepen relationships by partnering with all GWIM partners to deliver full breadth of solutions.



Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources.



Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance,Wealth ManagementWorkstation).



Provide marketing and organizational support. May support additional activities included in Good/Better/Best of OPM.



May participate with PWAs in Annual Client Reviews but cannot conduct them on their own.



**Requirements:**



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



All state licenses in support of PWA or PWA Teams client base



All product licenses in support of PWA or PWA Teams client base



Obtain and/or maintain at least one firm approved designation



Safe Act Registered



**Posting Date** : 10/30/2019



**Location** :

Chicago, IL, 540 W MADISON ST (IL4540),

- United States



**Travel** : No



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



**Hours Per Week** : 37.5



**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.

Industry

  • Banking / Finance
Posted: 2019-10-31 Expires: 2019-11-30

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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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Private Wealth Investment Analyst

Bank of America
Chicago, IL 60664

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