The Wealth Strategist is a highly visible position that is responsible for working closely with Private Wealth Advisors (PWAs), Financial Advisors (FAs) and Advisory management in the assigned markets.The primary responsibilities of this role are to provide comprehensive Wealth Structuring solutions to the Financial Advisors/Private Wealth Advisors to meet Client needs. This includes a comprehensive understanding of Merrill Lynch’s suite of solutions, platforms and initiatives.The successful candidate will have an in depth knowledge of Trusts, Insurance, Investment Management, Estate Planning, Taxation, Annuities and Retirement.
Responsibilities:
Develop recommendations and assist FA/PWA to implement customized planning strategies for Ultra High Net Worth Families.
Focus on Transfer of inter-generational wealth, estate planning, diversification of concentrated positions, philanthropy, retirement and business succession planning.
Author whitepapers, articles and other material on topics impacting the UHNW client segment
Assist Advisory with the retention of UHNW relationships
Enterprise Role Overview
Partner with FAs in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects. Develop recommendations and assist FA to implement customized planning strategies for UHNW families. Focus on transfer of inter-generational wealth, estate planning, divers/fication of a concentrated position, philanthropy, private planning business succession and retirement planning. Author whitepapers, articles an other material on topics impacting the UHNW client segment. Assist Advisory with the retention of UHNW relationships.
Requirements
Law degree with minimum of 5 years of Trust and Estate Planning experience (LLM strongly preferred)
Minimum of 10 years of planning experience for UHNW families and individuals
Expertise in advanced estate, philanthropic and financial planning concepts and techniques
Solid tax and legal research skills
Excellent communication and presentation skills
Series 7, 63/65 or 66 required
Bachelor's degree required
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