Strategic Wealth Planner | Financial Planning Expert

NBMBAA; Leawood, Northern (KS, KY); Hybrid; USD 90,000 - 135,000; Full time

Job summary

Merrill Wealth Management is seeking a Financial Advisor support professional to collaborate with FA teams in delivering comprehensive financial planning solutions to clients in Kansas. The role focuses on gathering data, analyzing plans, and coordinating with specialists to meet client goals.

The position requires licenses such as Series 7/63/65 or 66, SAFE Act registration, and possibly CFP or CPWA designation, with a strong emphasis on client service and risk management in wealth management

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 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

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 support professional to collaborate with FA teams in delivering comprehensive financial planning solutions to clients in Kansas. The role focuses on gathering data, analyzing plans, and coordinating with specialists to meet client goals.

The position requires licenses such as Series 7/63/65 or 66, SAFE Act registration, and possibly CFP or CPWA designation, with a strong emphasis on client service and risk management in wealth management