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Wealth Planner

The Halliburton Group (Merrill Lynch)
Atlanta, Georgia
Closing date
Jun 2, 2024

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Job Role
Wealth Management
Employment Type
Full Time
Entry Level
Experience Level
CFP® Certification

Wealth Planner

Wealth Planners work closely with myself as the Financial Advisor and  Advisor Team to provide comprehensive financial planning through strategic planning advice. They are focused on understanding clients’ needs and goals proactively identifying strategic planning and investment opportunities to better meet client’s financial objectives. They drive the planning process through execution of extensive data gathering, analyzing, and data input with the end goal of creating a robust financial plan for myself and Team to share with clients. They foster relationships with internal specialists to ensure alignment of client goals to plan and explore opportunities to further enhance client relationships. They possess a knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment Management. They also have a comprehensive understanding of the suite of solutions, platforms, and initiatives across the enterprise.

Role Responsibilities

Gather extensive financial information to drive plan creation

Enter client information into planning tool

Schedule and prepare materials for client meetings

Attend client meetings to review plan, capture changes and agree on next steps

Leverage financial data to identify possible solutions to meet client needs and goals

Engage specialists and partners to address client needs and deliver solutions

Monitor and update client information and plan changes on a consistent basis


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.

CFP® or CPWA® designation graduation in the next 6 – 12 months.

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. Proactive and leads by example.

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

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