Wealth Strategies Advisor- Private Bank
Core
Supports Merrill advisors in addressing clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization.
Role type
Senior IC Wealth Strategies Advisor
Builds
Holistic, integrated planning strategies for ultra-high net worth clients
Domain
Wealth Management / Estate Planning / Tax Planning
Required skills
Wealth planning, Estate and gift tax planning, Trust and estate administration, Retirement planning, Investment strategy, Risk management, Business development, Financial modeling, Philanthropic planning, Fiduciary investing
Preferred skills
JD, CPA, MBA, CFA, CIMA, CTFA, or CFP
Technologies
N/A
Responsibilities
Lead client wealth planning engagement process including new business review and onboarding; Develop integrated planning strategies with clients' advisors; Expand existing client relationships and acquire new assets; Demonstrate advanced technical knowledge across wealth planning topics; Follow major developments in trust, estate/wealth transfer and financial planning; Engage Merrill market leaders to drive ultra-high net worth client engagement
Seniority
Senior, hands-on IC
