Wealth Strategies Advisor- Private Bank
Core
Supports Merrill advisors in addressing client objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization.
Role type
Senior IC wealth strategies advisor
Builds
Holistic, integrated planning strategies implemented in concert with clients' advisors
Domain
Private banking / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Wealth planning, Estate and gift tax planning, Trust and estate planning, Retirement planning, Investment strategy, Philanthropic planning, Risk management, Financial modeling, Business development, Client relationship management
Preferred skills
JD, CPA, MBA, CFA, CIMA, CTFA, or CFP
Technologies
None stated
Responsibilities
Lead client wealth planning engagement process including new business review and onboarding; Develop holistic planning strategies with advisors; Expand client relationships and acquire new assets; Demonstrate advanced technical knowledge across wealth planning topics; Follow major developments in trust, estate, and tax legislation; Engage market leaders to drive ultra-high net worth client engagement
Seniority
Senior, hands-on IC