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Senior Wealth Planner

Merrill Wealth Management
Alpharetta, Georgia
Commensurate with Experience
Closing date
Feb 28, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

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, fostering internal relationships, and supporting FAs with business development activities. Job expectations include having a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. 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.


  • 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
  • Coaches and trains Wealth Planners to monitor, update, and maintain client information in a related planning tool and plan on a consistent basis
  • Engages with specialists and partners to address client needs and deliver solutions
  • Participates in business development activities with Financial Advisors to expand the bank's client base to maintain growth and profitability
  • Partners with Line of Business specialists and specialists across the enterprise to expand wealth planning strategy opportunities, while leveraging knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management strategies

  • 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

Role Requirements:

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  • SAFE ACT Registration
  • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC")
  • CFP® or CPWA® designation preferred or obtain and/or maintain at least one firm approved designation
  • Possess and demonstrate strong communication skills • Understanding of how to deliver a strong overall client experience
  • Advanced knowledge and understanding of the suite of Wealth Management products and services, as well as synergies across the enterprise • Ability to lead through collaboration and influence without direct authority to partner effectively across the Wealth Management space / enterprise
  • Proven ability to build and deepen client relationships to engage in robust planning conversations
  • 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 complex investment concepts to align solutions to goals in a suitable and controlled way
  • Minimum of 5 years' experience performing specialist level responsibilities or equivalent industry experience

Job Band:

1st shift (United States of America)

Hours Per Week:


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