Bank of America Private Wealth Investment Analyst in San Francisco, California

Job Description:

The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial 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 team’s practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non-exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months.

Private Wealth Analyst - Investments (Exempt)

  • Define investment philosophy and strategy (e.g., asset allocation, strategic vs. tactical, active vs. passive) and clearly articulate approach to investing that is implemented through a repeatable process

  • Manage client portfolio’s using a fully documented investment philosophy leveraging Wealth Management tools and review portfolios for potential rebalancing

  • Establish a clear buy/sell discipline for selecting investment products consistent with client goals and risk tolerance for initiating and selling positions

  • Implement, manage and deliver via the creation of model portfolios and engage in ongoing performance analysis of various asset classes as well as client education. Have deep knowledge of the various Merrill Lynch investment platforms (e.g., MLPA, UMA, PIA, MFA) as well as the available products and solutions and relevant contacts

  • Conduct ongoing research on markets and investments and follow disciplined process to monitor and respond to external events


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

  • All state licenses in support of FA or FA Team’s client base

  • All product licenses in support of FA or FA Team’s 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 : 01/09/2018

Location :

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

  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 37.5

Shift : 1st shift

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