Wealth Advisor for High-Net-Worth Clients

Jobtailor; Santa Barbara (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

Jobtailor in Santa Barbara, CA is seeking a Financial Advisor to work with high-net-worth clients, identify needs, develop relationships, review investment goals, and prepare comprehensive recommendations.

Candidates should have Series 7 and 66 licenses (or equivalents), with at least one year in investments or financial services, strong communication and relationship skills, and the ability to prospect and meet performance targets.

Qualifications

• Licenses required: Series 7 and 66, or equivalents.
• At least 1 year of investments or financial services sales experience.
• Strong communication and relationship-building skills.
• Ability to source clients through referrals, prospecting, and networking.

Responsibilities

• Work with high-net-worth clients to identify needs and prepare investment recommendations.
• Develop a book of business to meet performance goals.
• Source prospective clients via referrals, prospecting, and networking.
• Assess customer needs and refer to internal specialists.
• Recommend suitable investment products and services based on objectives and risk profile.
• Balance growth, referrals, follow-up, and admin compliance while developing professionally.
• Organize time, people, and budget to run a productive practice.
• Collaborate with Merrill teams and banking partners to serve clients.

Skills

Client relationship management

Sales experience

Interpersonal skills

Communication skills

Networking

Prospecting

Team collaboration

Listening skills

Entrepreneurial mindset

Goal-oriented

KYC procedures

Technical literacy

Education

Bachelor’s degree

High School Diploma / GED

Tools

Salesforce

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Jobtailor in Santa Barbara, CA is seeking a Financial Advisor to work with high-net-worth clients, identify needs, develop relationships, review investment goals, and prepare comprehensive recommendations.

Candidates should have Series 7 and 66 licenses (or equivalents), with at least one year in investments or financial services, strong communication and relationship skills, and the ability to prospect and meet performance targets.