Wealth Planner (FP)

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The organization specializes in goal‑based wealth management, including retirement planning, education, legacy, and other life goals. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned life through a personal relationship with their advisory team. Merrill is committed to an in‑office culture with specific requirements for office‑based attendance. Job Description This position works with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data, creating robust financial plans, and fostering internal relationships. The candidate should have knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, Investment Management, and a comprehensive understanding of the bank’s solution suite. 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 Preferred CRPC designation Required 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 Thorough knowledge and understanding of the suite of Wealth Management products and services Possess and demonstrate strong communication skills Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way Desired Qualifications CRPC designation preferred Additional Requirements The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift and Schedule 1st shift (United States of America) Hours Per Week: 40 Pay Range $52,000.00 - $96,000.00 annualized salary, offers to be determined based on experience, education and skill set. Benefits This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr