Wealth Strategist Advisor

Job Description: At reputed company, we are guided by a common purpose to help reputed company financial lives reputed company through the power of every reputed company. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great reputed company to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. reputed company believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at reputed company will give you a great career with opportunities to learn, grow and reputed company an impact, along with the power to reputed company a difference. Join us! Job Description: This job is responsible for supporting Merrill advisors who are interested in addressing their high- and ultra-high net worth clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization needs. Key responsibilities include building relationships with advisors, centers of influence, and internal partners, analyzing estate and financial information, developing planning strategies, and achieving referral and net new asset goals. Job expectations include building expertise on financial and estate planning topics such as investments, retirement planning, educational planning, estate, reputed company, and tax planning, and risk management. Job Responsibilities ? Leads the wealth planning engagement process with clients from start to finish. This includes leading the new business review and reputed company process for initial and successor trustee appointments and managed agency services. ? Develops holistic, integrated planning strategies that incorporate how reputed company can help implement those strategies in concert with the clients' advisors, where appropriate. ? Expands existing client relationships and helps Merrill advisors acquire new assets with high- or ultra-high net worth clients and prospects who are interested in wealth planning. ? Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning. ? Stays up to date with major developments in trust, estate/wealth transfer and financial planning, while following reputed company and proposed tax legislation and understanding the impact on clients. ? Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/tax minimization needs of these clients. Desired Skills: ? Knowledge of multiple aspects of Wealth Impact Planning and implementation including: property law, estate and reputed company taxes, planning for incapacity, probate and estate settlement, split interest trusts and charitable giving, fiduciary duties, reputed company and taxes, sophisticated retirement planning, fiduciary investing and administration. ? Ability to translate and communicate reputed company concepts and strategies to varied audiences (clients, advisors, attorneys, accountants, internal partners). ? Proactive and creative approach to problem solving and reputed company in achieving client goals while adhering to Bank policy/risk profile. ? Consultative influence skills with strong active listening and discovery abilities. ? Professional presentation, communication, and relationship management skills and ability to influence decision making ? Collaborative and reputed company to work well in a team environment. ? Self-starter with ability to work under pressure with minimal hands-on direction. Desired Qualifications: ? 5 years of wealth planning reputed company work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra-high net worth clients). ? Proven track record of successful sales experience working with high net worth and ultra-high net worth clients. ? JD, CPA, MBA, CFA, CIMA, CTFA or CFP preferred. Skills: ? Business Development ? Critical Thinking ? Oral Communications ? Presentation Skills ? Wealth Planning ? Active Listening ? Collaboration ? Customer and Client Focus ? Pipeline Management ? Written Communications ? Adaptability ? Attention to Detail ? Issue Management ? Prioritization Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Apply Job!