Wealth Planner - EGP

About the role

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. This role works with Financial Advisor (FA) teams to provide comprehensive financial planning solutions, including identifying strategic investment opportunities, driving financial planning by gathering and analyzing data, and fostering internal relationships.

You will be expected to have knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management, along with a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position may involve residential mortgage loan originations and requires SAFE Act registration, including background checks. Failure to maintain SAFE Act registration may result in disciplinary action up to and including termination.

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

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 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
• Strong communication and relationship management skills to partner effectively with specialists and across lines of business
• Strong analytical skills with the ability to identify trends, root causes, and develop strategies to increase growth and mitigate risk
• Ability to make sound decisions by understanding financial planning best practices and policies/procedures
• Ability to identify client needs and articulate appropriate solutions aligned with goals in a suitable and controlled way

Qualifications

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

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

Pay

Pay range: $52,000.00 - $96,000.00 annualized salary. Offers are determined based on experience, education, and skill set. This role is eligible to participate in a formulaic incentive plan, which may include monthly, quarterly, and/or annual incentives based on performance against defined metrics.

Schedule

• 1st shift (United States of America)
• 40 hours per week

Benefits

This role is benefits-eligible. We provide industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact and contributing to the sustainable growth of our business and communities.