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Wealth Planner (FP) – Mid-level role in Merrill Wealth Management, San Jose.

Join a team delivering comprehensive financial planning, portfolio analysis, and client experience with Merrill’s broad solutions.

Introduction

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.

Job Description

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. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Legal Notice

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. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA.

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 solutions

Skills

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 Identification

Preferred CRPC designation

Required Qualifications

Series 7, 63/65 or 66 or equivalent; must obtain 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 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 way

Desired Qualifications

CRPC designation preferred

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Wealth Planner