Business & FinanceOn site
ISG UHNW Portfolio Strategist
Bank of AmericaTampa, FL
Posted Sep 29, 2026
What you’d do
Serve as a portfolio strategist for ultra-high-net-worth clients, drawing on financial services and sales experience. Full-time role in Tampa; Series 7 and 66 licenses required or obtainable within 120 days of hire. Found on the employer's careers page on Oct 18, 2026. Apply through the link.
You’ll need
- Series 7 and 66 licenses or obtain within 120 days
- 10+ years in financial services industry
- 5+ years sales experience
- Bachelor's degree
- Strong communication and presentation skills
Our summary of the listing. The full listing has the details.