Elite Wealth Advisor for High-Net-Worth Clients

Jobtailor; Pasadena (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Merrill is seeking a Financial Advisor to manage relationships with high-net-worth clients, review investment goals, and deliver tailored recommendations. You will leverage Salesforce and other tools to grow business and meet performance goals.

The role emphasizes regulatory compliance and client service excellence. Candidates should hold Series 7/66 (or equivalents), have at least one year in finance or sales, and demonstrate strong interpersonal and communication skills to drive growth in a

Qualifications

• Bachelor’s degree or higher and/or at least one year in financial services or sales.
• Proven ability to engage with and influence others.
• Strong written and verbal communication skills.

Responsibilities

• Identify client needs and develop client relationships.
• Review investment goals and financial objectives.
• Prepare and deliver comprehensive investment recommendations.
• Network to source prospective clients and referrals.
• Document client interactions and opportunities accurately in Salesforce.

Skills

Client Relationship Management

Sales Experience

Interpersonal Skills

Effective Communication

Goal-Oriented

Team Collaboration

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Merrill is seeking a Financial Advisor to manage relationships with high-net-worth clients, review investment goals, and deliver tailored recommendations. You will leverage Salesforce and other tools to grow business and meet performance goals.

The role emphasizes regulatory compliance and client service excellence. Candidates should hold Series 7/66 (or equivalents), have at least one year in finance or sales, and demonstrate strong interpersonal and communication skills to drive growth in a