Wealth Planner (FP)

Bank of America; San Jose (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player in wealth management is seeking a Wealth Planner to join their dynamic team. This role emphasizes collaboration with Financial Advisors to create tailored financial plans and identify investment opportunities. The firm values diversity and fosters an inclusive culture, encouraging employees to bring their authentic selves to work. With a commitment to in-office collaboration, this position offers a unique opportunity to leverage insights from both wealth management and banking services, ensuring clients receive comprehensive support for their financial goals. If you are passionate about helping clients achieve their financial aspirations, this role is perfect for you.

Qualifications

• Requires strong communication and relationship management skills.
• Must have analytical skills for trend analysis and strategic planning.

Responsibilities

• Work with Financial Advisor teams to develop comprehensive financial plans.
• Identify strategic investment opportunities and analyze data for robust strategies.
• Build and maintain internal relationships to meet client needs.

Skills

Business Development

Client Investment Management

Portfolio Analysis and Management

Wealth Planning and Data Visualization

Risk Modeling and Investment Analysis

Referral and Client Management

Education

Series 7, 63/65/66 or equivalent

SAFE ACT Registration

CFP or CPWA designation or equivalent

Job description

Wealth Planner (FP)

Location: San Jose, California

Job Description

Merrill Wealth Management provides comprehensive wealth management and investment services for individuals, companies, and institutions. As one of the largest in its field, Merrill specializes in goals-based wealth management, including retirement, education, and legacy planning through investment advice and guidance.

Our Financial Advisors and Wealth Management Client Associates foster personal relationships with clients, emphasizing transparency and trust. They leverage Merrill's investment insights combined with Bank of America’s banking services.

We are committed to an in-office culture with specific attendance requirements, offering flexibility based on role-specific needs.

At Merrill, we value diversity, encouraging our team to bring their whole selves to work. Our team’s varied backgrounds and perspectives help create a resilient, results-oriented, and inclusive culture.

Responsibilities

• Work with Financial Advisor teams to develop comprehensive financial plans.
• Identify strategic investment opportunities and analyze data to craft robust financial strategies.
• Build and maintain internal relationships and coordinate with specialists to meet client needs.

Skills

• Business Development
• Client Investment Management
• Portfolio Analysis and Management
• Wealth Planning and Data Visualization
• Risk Modeling and Investment Analysis
• Referral and Client Management

Minimum Qualifications

• Series 7, 63/65/66 or equivalent; state registrations as required
• SAFE ACT Registration; ADV-2B
• CFP or CPWA designation or equivalent
• Strong communication and relationship management skills
• Analytical skills for trend analysis and strategic planning

Note: This position requires SAFE Act registration and compliance with related legal regulations.