Senior Wealth Planner

Bank of America Merrill Lynch

Schaumburg, IL, US
Base: $52,000.00 - $96,000.00 annualized; bonus: f...
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Series 7 and 63/65 or 66 license
Safe act registration required
Cfp or cpwa designation
** Bank of America Merrill Lynch is seeking a Senior Wealth Planner in Schaumburg, IL, to collaborate with Financial Advisor teams in providing comprehensive financial planning solutions. The ideal candidate will have strong financial planning skills, relevant certifications, and a deep understanding of wealth management products and services. **

Job Summary

  • This role is responsible for working with Financial Advisor teams to provide comprehensive financial planning solutions including retirement and legacy planning.
  • Employees must obtain SAFE Act registration and pass a background check if the position involves residential mortgage loan originations.
  • The company offers industry-leading benefits, paid time off, and participation in a formulaic incentive plan based on performance metrics.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Senior Wealth Planner in Schaumburg, IL, to collaborate with Financial Advisor teams in providing comprehensive financial planning solutions. The ideal candidate will have strong financial planning skills, relevant certifications, and a deep understanding of wealth management products and services. **

Salary

Base: $52,000.00 - $96,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Series 7 and 63/65 or 66 license
  • SAFE Act registration required
  • CFP or CPWA designation
  • Five years specialist experience
  • Client meeting facilitation
  • Estate and gift tax knowledge

Nice-to-have

  • Strong communication skills
  • Collaborative leadership style
  • Deep understanding of banking synergies
  • Robust client relationship building
  • Complex investment concept articulation

Key Requirements

  • Series 7, 63/65 or 66 license
  • SAFE Act Registration
  • CFP or CPWA designation
  • Minimum five years experience
  • US work authorization implied by location

Work Rights

Not specified

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