Wealth Strategist

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.

Merrill is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

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 bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects.

Develop recommendations and assist Advisors to implement customized planning strategies for UHNW families. Focus may be on transfer of inter‑generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, risk management and retirement planning. May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of UHNW relationships.

• Develop wealth transfer strategies for ultra‑high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients (
  This role does not have any specific client acquisition goals
  ).
• Design, create and effectively deliver presentation pieces for client meetings and national events.
• Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.
• Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter‑generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.
• May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.
• Assist with the retention of UHNW relationships.

• 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

• 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals.
• Strong Tax, legal research and writing skills.
• Series 7 & 66 or the ability to obtain these within 120 days.
• Proficiency in Microsoft Office Suite (including Word, Excel, and…