Aspiring Wealth Advisor – Development Program

Sacbar; Sacramento (CA); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Merrill Wealth Management is seeking a Financial Advisor in the Sacramento area to build client relationships, assess financial goals, and deliver comprehensive investment recommendations. You will collaborate with Merrill Advisor Teams to grow portfolios and gain mentorship through a structured training program.

This role emphasizes sourcing clients via prospecting and referrals, balancing growth with ongoing client service, and completing required regulatory trainings.

Qualifications

• Series 7 and Series 66 licenses required.
• 1+ year in financial services or sales with demonstrated results.
• 1+ year in investments with product knowledge.
• Strong interpersonal and relationship-building skills.
• Able to source clients through prospecting and networking.

Responsibilities

• Handle inbound inquiries about Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data per KYC to open accounts.
• Serve as interim Financial Advisor and recommend investments.
• Document client interactions in Salesforce.

Skills

Series 7 license

Series 66 license

Financial services experience

Sales experience

Interpersonal skills

Effective communication

Prospecting

Networking

Team collaboration

Microsoft Word

PowerPoint

Excel

Salesforce

Education

Bachelor's degree

Tools

Salesforce

MS Office

Job description

Merrill Wealth Management is seeking a Financial Advisor in the Sacramento area to build client relationships, assess financial goals, and deliver comprehensive investment recommendations. You will collaborate with Merrill Advisor Teams to grow portfolios and gain mentorship through a structured training program.

This role emphasizes sourcing clients via prospecting and referrals, balancing growth with ongoing client service, and completing required regulatory trainings.