Merrill Lynch Job Openings – Wealth Strategies Advisor

Website Merrill Lynch

Job Description:

A Strategist in Wealth Strategy answers client’s estate and financial planning questions by performing a variety of analyses, creating recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client’s goals.

Job Responsibilities:

  • Occasionally work on Wealth Strategy-wide issues
  • Assists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publication
  • Proactively helps the Division Executives and Market Executives meet their goals
  • Develops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clients
  • Mentors Associate Strategists and Analysts
  • Keeps current with major developments in tax and estate and financial planning
  • Participates actively in developing new Wealth Strategy capabilities, such as white papers and software tools
  • Gathers data, runs analyses and develops solutions based on analyses
  • Creates final version of client plan
  • Delegates effectively to Associate Strategists and Analysts
  • Oversees the planning engagement from start to finish

Job Requirements:

  • Various Wealth Strategy stochastic models and planning software such as WealthMaster.
  • Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts ,SIDGTs, and GST trusts.
  • Word, Excel and PowerPoint.
  • Minimum 10 years of planning-related work experience required
  • Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
  • JD, CPA, or CFP required
  • LLM, MST, MBA (or in progress) a plus
  • Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions.
  • Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
  • Gain client’s respect and trust by listening to the client’s goals and then building an effective and creative strategy for achieving those goals.

Job Details:

Company: Merrill Lynch

Vacancy Type: Full Time

Job Location: Troy, Michigan, US

Application Deadline: N/A

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