Job Summary

• The Private Wealth Strategist works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals.
• This role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects.
• Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Salary

$206,500.00 - $300,000.00 annualized salary; Discretionary incentive eligible; Benefits eligible

Skills & Requirements

Key Requirements

• Law degree required
• 7 years of private law firm practice or similar experience
• Series 7 & 66 or ability to obtain
• Proficiency in Microsoft Office Suite
• Brentmark Estate Planning Tools

Work Rights