Wealth Planner

Bank of America Merrill Lynch

**
Series 7, 63/65 or 66 license required
Safe act registration for mortgage loans
Knowledge of estate and gift taxes
** Merrill Wealth Management, part of Bank of America, seeks a Wealth Planner to provide comprehensive financial planning solutions alongside Financial Advisor teams. The role requires expertise in various financial domains, including estate planning and investment management, and emphasizes strong client relationship management and analytical skills. **

Job Summary

  • This role involves working closely with Financial Advisor teams to provide comprehensive financial planning solutions and strategic investment opportunities.
  • The position requires a deep understanding of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management.
  • Merrill Wealth Management offers an in-office culture that values transparency, diversity, and empowering employees to bring their whole selves to work.

Matching Summary

Match Score: 75

** Merrill Wealth Management, part of Bank of America, seeks a Wealth Planner to provide comprehensive financial planning solutions alongside Financial Advisor teams. The role requires expertise in various financial domains, including estate planning and investment management, and emphasizes strong client relationship management and analytical skills. **

Skills & Requirements

Must-have

  • Series 7, 63/65 or 66 license required
  • SAFE Act registration for mortgage loans
  • Knowledge of estate and gift taxes
  • Understanding of trust structures and insurance
  • CFP or CPWA designation required

Nice-to-have

  • Strong relationship management skills
  • Ability to identify client needs proactively
  • Experience with data visualization tools
  • Commitment to diversity and inclusion
  • Resilient and results-focused mindset

Key Requirements

  • Series 7, 63/65 or 66 license
  • SAFE Act Registration
  • ADV-2B filing
  • CFP or CPWA designation
  • High School Diploma or equivalent

Work Rights

Not specified

Tailored Resume

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