Wealth Advisor for High-Net-Worth Clients | Growth & Collaboration

Merrill; Palo Alto (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Merrill Wealth Management seeks a financial professional to work with high-net-worth clients, identifying needs, building relationships, reviewing investment goals, and recommending suitable investment solutions. This role emphasizes client service and collaboration within an in-office culture.

Required are Series 7 and 66 licenses (or 63/65 in lieu), with at least one year in investments or financial services, and strong interpersonal skills to build trust with clients and partners.

Qualifications

• Series 7 and 66 licenses required (or the equivalent 63/65).
• Minimum of one year of experience in investments or financial services/sales with targets met.
• Strong interpersonal and relationship-building skills with proven credibility.
• Proven ability to prospect, engage clients, and drive results.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions the extensive capabilities of Merrill and Bank of America.
• Collects the necessary client profile data, following KYC procedures to open accounts as appropriate.
• Serves as interim Financial Advisor, providing suitable investment recommendations based on objectives and risk profile.
• Documents all client interactions and opportunities within Salesforce accurately.

Skills

Interpersonal skills

Communication skills

Active listening

Relationship building

Sales mindset

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management seeks a financial professional to work with high-net-worth clients, identifying needs, building relationships, reviewing investment goals, and recommending suitable investment solutions. This role emphasizes client service and collaboration within an in-office culture.

Required are Series 7 and 66 licenses (or 63/65 in lieu), with at least one year in investments or financial services, and strong interpersonal skills to build trust with clients and partners.