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Associate Wealth Strategies Advisor

Chicago, Illinois

Job Description:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 

The Associate Wealth Strategist is an experienced estate planning professional who partners with a Wealth Strategist and Merrill Lynch financial advisors to proactively engage Ultra High Net Worth (UHNW) clients and prospects with investible assets of $25mm+ in a dialogue surrounding advanced wealth transfer and philanthropic strategies. The Associate Wealth Strategist works under the supervision of a Wealth Strategist to: prepare analyses of a client’s estate and wealth transfer planning, educate clients about opportunities for additional planning, and works directly with financial advisors to acquire new clients, expand existing wallet share, and retain clients. The successful candidate will have knowledge of and an ability to describe complex strategies used to minimize estate, gift and GST taxes, philanthropic solutions, trust structures, life insurance, and income tax planning.

Education / Degrees:

  • Law degree or CPA license

  • Advanced degree or certification  (e.g. LL.M., MST, CFP) is a plus

  • Series 7, 63/65 or 66 required (or ability to obtain within 120 days)

Work Experience:

  • Minimum of 3 years of private legal or CPA practice or financial planning experience for UHNW clients

  • Familiarity with estate planning software programs and Microsoft Office suite (e.g. Excel, Outlook, Word, Estate Planning Tools, BNA Estate & Gift Tax Planner) – or quick study

Other:

  • Strong communication and presentation skills

  • Travel - 30%

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20046014

Manages People: No

Travel: Yes, 25% of the time

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
540 W MADISON ST, IL, Chicago, 60661