Wealth Strategist

Bank of America • San Francisco, CA

215d • $206,500 - $300,000

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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.

Requirements

• 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals.
• Strong Tax, legal research and writing skills.
• Series 7 & 66 or the ability to obtain these within 120 days.
• Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher).
• Law degree required.

Responsibilities

• Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients.
• Design, create and effectively deliver presentation pieces for client meetings and national events.
• Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.
• Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families.
• Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.
• May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.
• Assist with the retention of UHNW relationships.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support to employees.
• Discretionary incentive eligible.
• Annual discretionary award based on individual performance results and behaviors.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Master's degree