Wealth Planner | Strategic Financial Planning Pro

ghr; Leawood (KS); On-site; USD 110,000 - 170,000; Full time

Job summary

Merrill Wealth Management in the United States seeks a Financial Planning Senior Professional to support FA teams by delivering comprehensive planning solutions and identifying strategic investment opportunities.

You'll gather and analyze data to create robust plans, cultivate internal relationships, and apply knowledge of estate, gift taxes, philanthropy, trusts, and investment management across Bank of America's advisory platforms.

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

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 in the United States seeks a Financial Planning Senior Professional to support FA teams by delivering comprehensive planning solutions and identifying strategic investment opportunities.

You'll gather and analyze data to create robust plans, cultivate internal relationships, and apply knowledge of estate, gift taxes, philanthropy, trusts, and investment management across Bank of America's advisory platforms.