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Wealth Strategies Analyst

Chicago, Illinois;

Job Description:

Business Overview
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.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Job Description

The Private Wealth Strategies Analyst supports Merrill Private Wealth Strategists by reviewing and analyzing existing and prospective clients’ estate planning documents and preparing summaries. Assists with preparation of presentations focused on advanced estate planning strategies that clients should consider in light of their wealth transfer goals. Assists in the coordination of workshops to provide estate planning consultative guidance to financial advisors and clients. Executes and delivers on special projects as needed. This position does not have specific client acquisition metrics or requirements.

Education / Degrees:

• Law degree or CPA license preferred

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

• Series 7, 63/65 or 66 (or ability to obtain within 120 days with company assistance and support)

Work Experience:

• Familiarity with and Microsoft Office suite (e.g. Excel, Outlook, Word, PowerPoint)

• Private legal, CPA practice or financial planning experience for high net worth clients a plus

Other:

• Strong communication and presentation skills

• Travel - 10%

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Business Overview
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.

Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Job Description

The Private Wealth Strategies Analyst supports Merrill Private Wealth Strategists by reviewing and analyzing existing and prospective clients’ estate planning documents and preparing summaries. Assists with preparation of presentations focused on advanced estate planning strategies that clients should consider in light of their wealth transfer goals. Assists in the coordination of workshops to provide estate planning consultative guidance to financial advisors and clients. Executes and delivers on special projects as needed. This position does not have specific client acquisition metrics or requirements.

Education / Degrees:

• Law degree or CPA license preferred

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

• Series 7, 63/65 or 66 (or ability to obtain within 120 days with company assistance and support)

Work Experience:

• Familiarity with and Microsoft Office suite (e.g. Excel, Outlook, Word, PowerPoint)

• Private legal, CPA practice or financial planning experience for high net worth clients a plus

Other:

• Strong communication and presentation skills

• Travel - 10%

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22037396

Band: H6

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Linda Onuigbo

Referral Bonus:

0

Colorado pay and benefits information

Colorado pay range:

$68,000 - $85,000 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.