DirectJobHub
Jobs · Finance · Texas

Wealth Strategist

Bank of America · Dallas, TX · 1 mo ago
Finance$50/hrFull-time

About the role

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.

The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories.

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

Requirements

  • Law degree required
  • 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)

Skills

  • Business Development
  • Critical Thinking
  • Oral Communications
  • Presentation Skills
  • Wealth Planning
  • Active Listening
  • Collaboration
  • Customer and Client Focus
  • Pipeline Management
  • Written Communications
  • Adaptability
  • Attention to Detail
  • Issue Management
  • Prioritization

Schedule

1st shift (United States of America), 40 hours per week. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Similar jobs