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Wealth Strategist

Merrill Wealth Management
Boston, Massachusetts; Miami, Florida; Chicago, Illinois; Los Angeles, California
Commensurate with Experience
Closing date
May 23, 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:

The Private Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals. This is a highly visible position within Merrill Private Wealth Management (PWM) that works closely with Merrill advisors and PWM management in the assigned territories.

Core responsibilities
  • Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families (net worth $50 million or more) to enhance client relationships and acquire new clients ( This role does not have any specific client acquisition goals ).
  • Design, create and effectively deliver presentation pieces for client meetings and national events
  • Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects.
  • Develop recommendations and assist Advisors or Relationship Managers to implement customized planning strategies for UHNW families. Focus may be on transfer of inter-generational wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning.
  • May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients.
  • Assist with the retention of UHNW relationships.

  • Business Development
  • Critical Thinking
  • Oral Communications
  • Presentation Skills
  • Wealth Planning
  • Active Listening
  • Collaboration
  • Customer and Client Focus
  • Pipeline Management
  • Written Communications
  • Adaptability
  • Attention to Detail
  • Issue Management
  • Prioritization

Desired Skills:
  • 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates with a focus on planning experience for UHNW families and individuals
  • Strong Tax, legal research and writing skills
  • Series 7 & 66 or the ability to obtain these. Support will be provided
  • Proficiency in Microsoft Office Suite (including Word, Excel, and PowerPoint) and Brentmark Estate Planning Tools (aka NumberCruncher)

Minimum Education Requirement: Law degree required

Job Band:

1st shift (United States of America)

Hours Per Week:


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