About this role

Support Merrill advisors in addressing client objectives related to personal philanthropy, wealth transfer, and tax minimization. Analyze financial information and develop comprehensive planning strategies, building expertise in investments, retirement, estate, and risk management.

What we are looking for

6

Lead client wealth planning engagement process
Develop holistic, integrated planning strategies
Analyze estate and financial information
Develop expertise in wealth planning topics
Manage client relationships and acquire new assets
Communicate complex concepts to varied audiences

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.