Wealth Strategies Advisor- Private Bank

The role supports Merrill advisors by providing wealth planning services focused on client objectives such as planning, personal philanthropy, and wealth transfer/tax minimization. It involves building relationships with advisors, centers of influence, and internal partners, analyzing estate and financial information, and developing holistic planning strategies. The position requires advanced technical knowledge across trust, estate, tax, investment, retirement, and philanthropic planning, as well as strong communication and consultative skills.