Wealth Planner

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:

This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Qualifications:

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
CFP or CPWA designation and/or obtain/maintain at least one firm approved designation
Understanding of how to deliver a strong overall client experience
Thorough knowledge and understanding of the suite of Wealth Management products and services
Possess and demonstrate strong communication skills
Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Responsibilities:

Leverages extensive financial data to identify possible solutions to meet client needs and goals
Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
Engages with specialists and partners to address client needs and deliver solutions

Skills:

Business Development
Client Investments Management
Portfolio Analysis
Portfolio Management
Wealth Planning
Causation Analysis
Client Management
Data Visualization
Risk Modeling
Trading and Investment Analysis
Investment Management
Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

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