Wealth Strategist

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Merrill’s trusted advisory teams are equipped with access to the investment insights of Merrill and the banking convenience of Bank of America. Merrill is committed to an in‑office culture with specific requirements for office‑based attendance and some flexibility based on role‑specific considerations. The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with ultra‑high net worth (UHNW) individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This position works closely with Merrill advisors and PWM management in the assigned territories and partners with Advisors in client solicitation efforts to generate wealth transfer strategies for UHNW clients and prospects. Core Responsibilities Develop wealth transfer strategies for UHNW individuals and families (net worth $50million or more) to enhance client relationships and acquire new clients (no specific client acquisition goals). Design, create and effectively deliver presentation pieces for client meetings and national events. Partner with Advisors or Relationship Managers in client solicitation efforts and generate wealth management strategies for UHNW clients and prospects. Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter‑generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. Author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships. Required Skills Business Development Critical Thinking Oral Communications Presentation Skills Wealth Planning Active Listening Collaboration Customer and Client Focus Pipeline Management Written Communications Adaptability Attention to Detail Issue Management Prioritization Desired Skills 7years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals. Strong tax, legal research and writing skills. Series7 &66 license or the ability to obtain these within 120 days. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Brentmark Estate Planning Tools (NumberCruncher). Minimum Education Requirement Law degree required. Location & Work Arrangement Internal employees who are currently working from home are still eligible to apply. If selected, you may be required to work onsite in accordance with the workplace excellence policy. Work Hours Shift: 1st shift (United States of America) – Hours per week: 40. #J-18808-Ljbffr Bank of America