Description

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This job is responsible for supporting Merrill advisors who are interested in addressing their clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include building relationships with advisors, centers of influence, and internal partners, analyzing estate and financial information, and developing planning strategies. Job expectations include building expertise on financial and estate planning topics such as investments, retirement planning, educational planning, estate, gift, and tax planning, and risk management.

Responsibilities:

Leads the client wealth planning engagement process, including the new business review and onboarding process for initial and successor trustee appointments and managed agency services

Develops holistic, integrated planning strategies implemented in concert with the clients’ advisors, where appropriate

Expands exist...