Wealth Planner (FP)

Bank of America; Atlanta (GA); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking firm that specializes in comprehensive wealth management and investment solutions. This role offers the opportunity to work closely with Financial Advisor teams to deliver personalized financial planning solutions tailored to client needs. You will engage in identifying investment opportunities, analyzing data, and fostering relationships within the firm. The company values diversity and collaboration, creating an inclusive environment where your skills can shine. If you are passionate about helping clients achieve their financial goals and thrive in a dynamic setting, this position is perfect for you.

Qualifications

• Series 7, 63/65, or 66 licenses required.
• Strong analytical skills and decision-making abilities.

Responsibilities

• Leverage financial data to identify solutions for clients.
• Schedule and attend client meetings to discuss plans.

Skills

Business Development

Client Investment Management

Portfolio Analysis & Management

Wealth Planning

Causation & Risk Analysis

Client Management

Data Visualization

Trading & Investment Analysis

Referral Identification

Education

High School Diploma / GED / Secondary School

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind globally, specializing in goals-based wealth management, including retirement, education, legacy, and other life goals through investment advice and guidance.

Our Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned lives through personalized relationships and trusted advisory teams committed to their needs. We emphasize transparency to build trust. Our teams have access to Merrill's investment insights and the banking convenience of Bank of America.

Merrill is dedicated to an in-office culture with specific attendance requirements, offering flexibility based on role-specific considerations.

At Merrill, we support bringing your whole self to work. We value diversity in thoughts, business, employees, and clients. Our team comprises individuals from various backgrounds, contributing unique perspectives, ideas, and experiences, fostering a culture that is driven, resilient, results-oriented, and effective.

Job Description:

This role involves working with Financial Advisor teams to deliver comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, analyzing data to develop financial plans, and fostering internal relationships. The role requires knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management, along with a thorough understanding of the bank's solutions, platforms, and initiatives. This position is subject to SAFE Act registration requirements, which includes registering with the federal registry system, completing background checks, and maintaining good standing. Failure to do so may result in disciplinary actions, including termination.

Responsibilities:

1. Leverage extensive financial data to identify solutions that meet client needs and goals.
2. Schedule, prepare for, and attend client meetings to review plans, capture changes, and discuss next steps.
3. Maintain and update client information in planning tools regularly.
4. Collaborate with specialists and partners to address client needs and deliver solutions.

Required Qualifications:

• Series 7, 63/65, or 66 licenses, or equivalent; must obtain all relevant state registrations.
• SAFE ACT Registration and ADV-2B required.
• CFP or CPWA designation, or maintaining at least one firm-approved designation.
• Strong client experience delivery skills.
• Thorough knowledge of Wealth Management products and services.
• Excellent communication skills.
• Superior relationship management skills for effective collaboration.
• Strong analytical skills to identify trends and develop strategies.
• Sound decision-making abilities based on financial planning best practices.
• Ability to understand client needs and articulate suitable solutions.

Skills:

• Business Development
• Client Investment Management
• Portfolio Analysis & Management
• Wealth Planning
• Causation & Risk Analysis
• Client Management
• Data Visualization
• Trading & Investment Analysis
• Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40