Back to search results Wealth Planner San Jose, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill 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's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.Job Description:This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:Leverages extensive financial data to identify possible solutions to meet client needs and goalsSchedules, prepares, and attends client meetings to review plans, capture changes, and discuss next stepsMonitors, updates, and maintains client information in a related planning tool and plans on a consistent basisEngages with specialists and partners to address client needs and deliver solutionsSkills:Business DevelopmentClient Investments ManagementPortfolio AnalysisPortfolio ManagementWealth PlanningCausation AnalysisClient ManagementData VisualizationRisk ModelingTrading and Investment AnalysisInvestment ManagementReferral IdentificationPreferred CRPC designationRequired Qualifications:Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they supportSAFE ACT Registration; ADV-2B RequiredCFP or CPWA designation and/or maintain at least one firm approved designationUnderstanding of how to deliver a strong overall client experienceThorough knowledge and understanding of the suite of Wealth Management products and servicesPossess and demonstrate strong communication skillsSuperior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clientsStrong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate riskAbility to make sound decisions by having a deep understanding of financial planning best practices and policies/proceduresAbility to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled wayDesired Qualifications:CRPC designation preferredThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA.Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalentInternal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-25034932 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. California pay and benefits information California pay range: $52,000.00 - $96,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, 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 Share: Save job Job saved