Wealth Advisor for High-Net-Worth Clients

NBMBAA; Walnut Creek (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Merrill Wealth Management in California seeks a Financial Advisor Associate to help high-net-worth clients identify needs, deepen relationships, review goals, and prepare investment recommendations.

You will leverage Merrill and Bank of America capabilities, maintain client data in Salesforce, and drive growth through prospecting while adhering to privacy and regulatory guidelines in a collaborative team environment.

Qualifications

• Bachelor's degree or higher in finance or related field.
• Series 7 and 66 licenses required or equivalent.
• At least 1 year in investments or financial services with sales experience.

Responsibilities

• Handle inbound inquiries about Merrill offerings.
• Position Merrill and Bank of America capabilities to clients.
• Collect client profile data and open accounts per KYC procedures.
• Act as interim Financial Advisor, recommending suitable investment products.
• Document client interactions in Salesforce.

Skills

Client relationship

Communication

Active listening

Interpersonal skills

Prospecting

Team collaboration

Goal orientation

Entrepreneurial mindset

Education

Bachelor's degree in finance or related field

Series 7 & 66 licenses

Tools

Salesforce

MS Office (Word, PowerPoint, Excel)

Job description

Merrill Wealth Management in California seeks a Financial Advisor Associate to help high-net-worth clients identify needs, deepen relationships, review goals, and prepare investment recommendations.

You will leverage Merrill and Bank of America capabilities, maintain client data in Salesforce, and drive growth through prospecting while adhering to privacy and regulatory guidelines in a collaborative team environment.