Wealth Planner

Job America

Not specified; not specified; not specified
Onsite
Series 7, 63/65 or 66 license required
Safe act registration for mortgage loans
Cfp or cpwa designation required
Merrill Wealth Management provides comprehensive wealth management and investment products for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products for individuals, companies, and institutions.
  • The role involves working closely with Financial Advisor teams to create robust financial plans through extensive data gathering and analysis.
  • Employees must possess specific licenses including Series 7, 63/65 or 66, and a CFP or CPWA designation to succeed in this position.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products for individuals, companies, and institutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7, 63/65 or 66 license required
  • SAFE Act registration for mortgage loans
  • CFP or CPWA designation required
  • Estate and gift tax knowledge
  • Trust structures and insurance expertise
  • Income tax planning proficiency

Nice-to-have

  • Strong relationship management skills
  • Ability to identify client needs proactively
  • Experience with data visualization tools
  • Commitment to diversity and inclusion
  • Strategic investment opportunity identification

Key Requirements

  • Series 7, 63/65 or 66 license
  • SAFE Act Registration
  • CFP or CPWA designation
  • High School Diploma or equivalent
  • State registrations held by supported advisors

Work Rights

Not specified

Tailored Resume

Cover Letter