Private Wealth Investment Management Specialist
Company: Disability Solutions
Location: Spokane
Posted on: May 8, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:The Private WealthInvestment
Management Specialists are responsible for supporting the Financial
Advisor(s) and/or Advisor Team(s) overall investment management
philosophy through executing on portfolio analysis and sharing
expertise in a wide range of investment product areas. They ensure
risk profiles, goals, objectives and asset allocations are aligned
and reflected properly for each client. They deliver a full range
of investment products and services across the enterprise ensuring
alignment to client goals and strategies while leveraging
specialists and applicable investment management tools where
appropriate. They partner with internal specialists to deliver
holistic investment solutions by identifying targeted investment
strategies. They assist in the preparation of client performance
review reports to measure progress to goals.Skills:
Keywords: Disability Solutions, Spokane Valley , Private Wealth Investment Management Specialist, Executive , Spokane, Washington
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