Wealth Planner
About The Position
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. Merrill’s 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. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Requirements
- 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 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
Nice To Haves
- Knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management
- Comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank
- Provision of residential mortgage loans
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
Benefits
- Access to paid time off
- Resources and support to our employees
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
