Senior Wealth Planner: Strategic Financial Planning

NBMBAA; Toms River (NJ); On-site; USD 55,000 - 108,000; Full time

Benefits offered by this job

Industry-leading benefits

Performance incentives

Paid time off

Job summary

Merrill Wealth Management is seeking a Financial Advisor/Wealth Management Professional to deliver comprehensive financial planning solutions with a team of Advisors. The role emphasizes data-driven planning, client relations, and collaboration with specialists to expand wealth management opportunities.

Responsibilities include meeting clients, updating plans, and supporting business development while ensuring compliance with SAFE Act and licensing requirements.

Qualifications

• 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
• 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

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
• Coaches and trains Wealth Planners to monitor, update, and maintain client information in a related planning tool and plan on a consistent basis
• Engages with specialists and partners to address client needs and deliver solutions
• Participates in business development activities with Financial Advisors to expand the bank's client base to maintain growth and profitability
• Partners with Line of Business specialists and specialists across the enterprise to expand wealth planning strategy opportunities, while leveraging knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management strategies

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a Financial Advisor/Wealth Management Professional to deliver comprehensive financial planning solutions with a team of Advisors. The role emphasizes data-driven planning, client relations, and collaboration with specialists to expand wealth management opportunities.

Responsibilities include meeting clients, updating plans, and supporting business development while ensuring compliance with SAFE Act and licensing requirements.