Wealth Planner: Strategic Financial Planning & Growth

Bank of America; Northbrook (IL); Sur place; USD 52 000 - 96 000; Plein temps

Résumé du poste

Bank of America’s Merrill Wealth Management division seeks a financial planning professional in Northbrook, IL to deliver comprehensive wealth management solutions for individuals and institutions. You’ll work with advisory teams to identify opportunities, analyze data, and craft robust financial plans while coordinating with specialists across the bank.

In-office attendance is expected with flexible role considerations.

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; CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
• Strong client experience delivery and knowledge of Wealth Management products and services
• Advanced communication and relationship management skills

Responsabilités

• 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 planning tools
• Engages with specialists to address client needs and deliver solutions

Connaissances

Client Investments Management

Wealth Planning

Portfolio Analysis

Portfolio Management

Trading and Investment Analysis

Investment Management

Data Visualization

Risk Modeling

Business Development

Client Management

Causation Analysis

Referral Identification

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America’s Merrill Wealth Management division seeks a financial planning professional in Northbrook, IL to deliver comprehensive wealth management solutions for individuals and institutions. You’ll work with advisory teams to identify opportunities, analyze data, and craft robust financial plans while coordinating with specialists across the bank.

In-office attendance is expected with flexible role considerations.