• Snapboard
  • Activity
  • Reports
  • Campaign
Welcome ,

Chat with the recruiter

...Minimize

Hey I'm Online! Leave me a message.
Let me know if you have any questions.

Wealth Strategies Analyst

In United States

Save this job

Wealth Strategies Analyst   

Click on the below icons to share this job to Linkedin, Twitter!

JOB TITLE:

Wealth Strategies Analyst

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Atlanta, GA | Boston, MA | Chicago, IL | Denver, CO | Los Angeles, CA | New York, NY | Newport Beach, CA United States

JOB DESCRIPTION:

Business Overview
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Client.

 

Job Description

The Private Wealth Strategies Analyst supports Merrill Private Wealth Strategists by reviewing and analyzing existing and prospective clients' estate planning documents and preparing summaries. Assists with preparation of presentations focused on advanced estate planning strategies that clients should consider in light of their wealth transfer goals. Assists in the coordination of workshops to provide estate planning consultative guidance to financial advisors and clients. Executes and delivers on special projects as needed. This position does not have specific client acquisition metrics or requirements.

 

Education / Degrees:

• Law degree or CPA license preferred

• Advanced degree or certification (e.g. LL.M., MST, CFPTM) is a plus

• Series 7, 63/65 or 66 (or ability to obtain within 120 days with company assistance and support)

 

Work Experience:

• Familiarity with and Microsoft Office suite (e.g. Excel, Outlook, Word, PowerPoint)

• Private legal, CPA practice or financial planning experience for high net worth clients a plus

 

Other:

• Strong communication and presentation skills

• Travel - 10%

 

 

Position Details

POSTED:

Jan 17, 2023

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S166199050561111229

LOCATION:

United States

CITY:

Atlanta, GA | Boston, MA | Chicago, IL | Denver, CO | Los Angeles, CA | New York, NY | Newport Beach, CA

Job Origin:

OORWIN_ORGANIC_FEED

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Wealth Strategies Analyst    Apply

Click on the below icons to share this job to Linkedin, Twitter!

<div> <p><b><i><u>Business Overview</u></i></b><br /> <i>Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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.</i></p> <p> </p> <p><i>Merrill Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Client.</i></p> <p> </p> <p><b><u>Job Description</u></b></p> <p>The Private Wealth Strategies Analyst supports Merrill Private Wealth Strategists by reviewing and analyzing existing and prospective clients' estate planning documents and preparing summaries. Assists with preparation of presentations focused on advanced estate planning strategies that clients should consider in light of their wealth transfer goals. Assists in the coordination of workshops to provide estate planning consultative guidance to financial advisors and clients. Executes and delivers on special projects as needed. This position does not have specific client acquisition metrics or requirements.</p> <p> </p> <p><b><u>Education / Degrees:</u></b></p> <p>• Law degree or CPA license preferred</p> <p>• Advanced degree or certification (e.g. LL.M., MST, CFPTM) is a plus</p> <p>• Series 7, 63/65 or 66 (or ability to obtain within 120 days with company assistance and support)</p> <p> </p> <p><u><b>Work Experience:</b></u></p> <p>• Familiarity with and Microsoft Office suite (e.g. Excel, Outlook, Word, PowerPoint)</p> <p>• Private legal, CPA practice or financial planning experience for high net worth clients a plus</p> <p> </p> <p><u><b>Other:</b></u></p> <p>• Strong communication and presentation skills</p> <p>• Travel - 10%</p> <p> </p> <p> </p> </div>


Please wait..!!