Wealth Advisor for High-Net-Worth Clients

Jobtailor; Walnut Creek (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Merrill is seeking a Financial Advisor role in the Walnut Creek, CA area to manage high-net-worth client relationships, assess financial objectives, and prepare comprehensive investment recommendations. You will prospect new clients, leverage referrals, and collaborate with internal partners to deliver tailored solutions.

Applicants should hold Series 7 and 66 licenses or equivalent, with at least one year of investment industry experience and strong communication skills.

Qualifications

• High school diploma or equivalent required; FINRA/FDIC compliance knowledge preferred.
• Proven ability to engage with and influence others.
• Experience in financial services or a sales environment with measurable results.

Responsibilities

• Identify client needs, develop relationships, review financial goals, and prepare investment recommendations.
• Source prospective clients and leverage referrals to grow a book of business.
• Collaborate with internal partners and document client interactions in Salesforce.
• Position Merrill and Bank of America capabilities to clients and prospects.
• Adhere to KYC procedures and ensure regulatory compliance.

Skills

Client relationship management

Sales experience

Effective communication

Team collaboration

Goal orientation

Entrepreneurial mindset

Prospecting

Financial needs assessment

Listening and probing

CRM documentation

Education

High school diploma / GED

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Merrill is seeking a Financial Advisor role in the Walnut Creek, CA area to manage high-net-worth client relationships, assess financial objectives, and prepare comprehensive investment recommendations. You will prospect new clients, leverage referrals, and collaborate with internal partners to deliver tailored solutions.

Applicants should hold Series 7 and 66 licenses or equivalent, with at least one year of investment industry experience and strong communication skills.