Wealth Planner

Company: National Black MBA Association
Location: Newport Beach
Posted on: March 6, 2025

Job Description:

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.Job Responsibilities:This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:

• Leverages extensive financial data to identify possible solutions to meet client needs and goals
• Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
• Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
• Engages with specialists and partners to address client needs and deliver solutionsSkills:
  • Business Development
  • Client Investments Management
  • Portfolio Analysis
  • Portfolio Management
  • Wealth Planning
  • Causation Analysis
  • Client Management
  • Data Visualization
  • Risk Modeling
  • Trading and Investment Analysis
  • Investment Management
  • Referral IdentificationRequired Qualifications:
    • Series 7, 63/65 or 66 or equivalent; must maintain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
    • SAFE ACT Registration; ADV-2B Required
    • CFP or CPWA designation and/or obtain/maintain at least one firm approved designation
    • Understanding of how to deliver a strong overall client experience
    • Thorough knowledge and understanding of the suite of Wealth Management products and services
    • Possess and demonstrate strong communication skills
    • Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
    • Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
    • Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
    • Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled wayMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 40Pay Transparency details:Pay range: $49,920.00 - $100,000.00 annualized salary, offers to be determined based on experience, education, and skill set. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Benefits include industry-leading benefits, access to paid time off, resources and support to our employees.
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Keywords: National Black MBA Association, Newport Beach , Wealth Planner, Other , Newport Beach, California