Merrill Wealth Management is seeking a Senior Wealth Planner in Schaumburg, IL, to provide comprehensive financial planning solutions while collaborating with Financial Advisor teams. The ideal candidate should possess relevant financial certifications, strong communication skills, and experience in wealth management to support business development and client relationship-building efforts
Job Summary
This role is responsible for working with Financial Advisor teams to provide comprehensive financial planning solutions including retirement, education, and legacy planning.
Employees must obtain specific state registrations held by the supported Financial Advisor teams and maintain SAFE Act registration for potential mortgage loan origination duties.
The position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits including paid time off.
Matching Summary
Match Score: 85
Merrill Wealth Management is seeking a Senior Wealth Planner in Schaumburg, IL, to provide comprehensive financial planning solutions while collaborating with Financial Advisor teams. The ideal candidate should possess relevant financial certifications, strong communication skills, and experience in wealth management to support business development and client relationship-building efforts.
Salary
Base: $52,000.00 - $96,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off