Strategic Wealth Planner & Client Advisor

Stars and Stripes; Northbrook (IL); On-site; USD 110,000 - 140,000; Full time

Job summary

Merrill Wealth Management is seeking a Financial Advisor/Wealth Management role to partner with FA teams, delivering comprehensive financial planning solutions for individuals, companies, and institutions. You will gather and analyze data to build robust plans and nurture client relationships.

Responsibilities include identifying strategic investment opportunities, collaborating with specialists, and ensuring compliance with tax, estate, and gifting considerations while supporting a

Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain state registrations as needed.
• SAFE ACT Registration; ADV-2B Required
• CFP or CPWA designation and/or obtain/maintain at least one firm approved designation
• Strong client experience and relationship management
• Thorough knowledge of Wealth Management products and services

Responsibilities

• Leverages extensive financial data to identify solutions meeting client goals
• Schedules, prepares, and attends meetings to review plans and capture changes
• Monitors and maintains client information in planning tools
• Engages with specialists to address client needs and deliver solutions

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 role to partner with FA teams, delivering comprehensive financial planning solutions for individuals, companies, and institutions. You will gather and analyze data to build robust plans and nurture client relationships.

Responsibilities include identifying strategic investment opportunities, collaborating with specialists, and ensuring compliance with tax, estate, and gifting considerations while supporting a