Strategic Wealth Planner - Data-Driven Financial Planning

ghr; Oklahoma City (OK); On-site; USD 95,000 - 140,000; Full time

Job summary

Merrill Wealth Management is a leading provider of wealth management and investment services for individuals and institutions. The Wealth Planner role partners with Financial Advisor teams to deliver strategic planning, investment opportunities, and risk-managed solutions.

Candidates should hold Series licenses or equivalents, SAFE Act registration, and CFP/CPWA or equivalent designations. The position emphasizes client-centric service and collaboration across specialists.

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
• 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

Skills

Strategic Planning

Investment Opportunities

Portfolio Analysis

Portfolio Management

Wealth Planning

Data Visualization

Risk Modeling

Client Management

Relationship Building

Trading & Investment Analysis

Investment Management

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is a leading provider of wealth management and investment services for individuals and institutions. The Wealth Planner role partners with Financial Advisor teams to deliver strategic planning, investment opportunities, and risk-managed solutions.

Candidates should hold Series licenses or equivalents, SAFE Act registration, and CFP/CPWA or equivalent designations. The position emphasizes client-centric service and collaboration across specialists.