Wealth Planner

Responsibilities

• Work closely with Financial Advisor teams to provide comprehensive financial planning solutions and strategic investment advice.
• Identify strategic planning and investment opportunities by gathering and analyzing extensive client data.
• Create robust financial plans to help clients meet life goals including retirement, education, and legacy planning.
• Schedule, prepare for, and attend client meetings to review plans, capture changes, and discuss next steps.
• Monitor and maintain client information within planning tools to ensure plans are updated on a consistent basis.
• Engage with internal specialists and partners to align client goals with appropriate solutions across the enterprise.

Requirements

• Series 7 and 63, 65, or 66 licenses.
• SAFE Act Registration and ADV-2B requirement.
• CFP® or CPWA® designation (or ability to obtain/maintain a firm-approved designation).
• High School Diploma or equivalent.
• Strong analytical skills with the ability to identify trends and develop growth strategies.
• Superior relationship management and communication skills to partner effectively with specialists.
• Deep understanding of estate and gift taxes, philanthropy, trust structures, insurance, and income tax planning.

About the Company

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals, companies, and institutions. As one of the largest businesses of its kind in the world, we specialize in goals-based wealth management, helping clients pursue the lives they envision through personalized advisory relationships and the banking convenience of Bank of America.