Wealth Advisor for High‑Net‑Worth Clients

3M HEALTHCARE; New York (NY); On-site; USD 49,593 - 56,481; Full time

Benefits offered by this job

Incentive plan

Industry-leading benefits

Paid time off

Job summary

Merrill Wealth Management is seeking a professional to join our Advisor Development Program, serving high-net-worth clients in a branch setting. You will identify client needs, develop relationships, review investment goals, and prepare recommendations to build a sustainable book of business.

The role requires adherence to SAFE Act registration requirements. Responsibilities include providing tailored advice, collaborating with management on goals, and leveraging tools to optimize the client

Qualifications

• SIE required.
• 4+ years of progressive professional and/or military experience.
• 2+ years of experience in the investments industry.
• Ability to obtain Series 7 and 66 licenses within the program time.
• Self-starter who efficiently manages time and capacity.
• Strong relationships building, collaboration, and communication skills.
• Goal-oriented, organized, and able to navigate complexity in a fast-paced environment.
• Regulatory due diligence integrated into daily activities.

Responsibilities

• Provide tailored and personalized advice to clients through reviews and presentations.
• Partner with management to assess financial goals and recommend investment strategies.
• Understand and recommend client solutions such as core banking, investment, and Life Priority solutions.
• Shadow Financial Advisor teams to grow the network and share market developments to promote portfolio growth.
• Leverage resources and technologies to optimize the customer experience and serve bank customers with operational excellence.
• Participate in ongoing training focused on book-of-business development to meet and exceed targets.
• Build relationships with internal service providers based on client needs and asset thresholds.
• Proactively manage risk in all business transactions using available tools.

Skills

Client relationships

Time management

Communication

Self-starter

Goal oriented

Education

Bachelor's degree

Tools

CRM software

Financial modeling tools

Job description

Merrill Wealth Management is seeking a professional to join our Advisor Development Program, serving high-net-worth clients in a branch setting. You will identify client needs, develop relationships, review investment goals, and prepare recommendations to build a sustainable book of business.

The role requires adherence to SAFE Act registration requirements. Responsibilities include providing tailored advice, collaborating with management on goals, and leveraging tools to optimize the client