Wealth Planner; FP

Location: San Jose, California

Merrill Wealth Management provides comprehensive wealth management and investment services for individuals, companies, and institutions. As one of the largest in its field, Merrill specializes in goals-based wealth management, including retirement, education, and legacy planning through investment advice and guidance.

Our Financial Advisors and Wealth Management Client Associates foster personal relationships with clients, emphasizing transparency and trust. They leverage Merrill's investment insights combined with Bank of America’s banking services.

We are committed to an in-office culture with specific attendance requirements, offering flexibility based on role-specific needs.

At Merrill, we value diversity, encouraging our team to bring their whole selves to work. Our team’s varied backgrounds and perspectives help create a resilient, results-oriented, and inclusive culture.

• Work with Financial Advisor teams to develop comprehensive financial plans.
• Identify strategic investment opportunities and analyze data to craft robust financial strategies.
• Build and maintain internal relationships and coordinate with specialists to meet client needs.

• Business Development
• Client Investment Management
• Portfolio Analysis and Management
• Wealth Planning and Data Visualization
• Risk Modeling and Investment Analysis
• Referral and Client Management

• Series 7, 63/65/66 or equivalent; state registrations as required
• SAFE ACT Registration; ADV-2B
• CFP or CPWA designation or equivalent
• Strong communication and relationship management skills
• Analytical skills for trend analysis and strategic planning

Note:

This position requires SAFE Act registration and compliance with related legal regulations.