Wealth Management Professional

3 weeks ago


Westlake Village, California, United States Disability Solutions Full time
Merrill Financial Solutions Advisors play a critical role in helping clients achieve their financial goals. As a member of our team, you will have the opportunity to work with high-net worth individuals and families, identifying their needs and developing tailored investment strategies. With a strong focus on relationship-building and customer satisfaction, this role is ideal for those who enjoy working with people and providing expert advice.

In addition to working with clients, you will also have the opportunity to collaborate with other members of our team, sharing knowledge and best practices to drive business growth. Our comprehensive training program will equip you with the skills and knowledge needed to succeed in this role, from investment product knowledge to sales techniques.

We value diversity and believe that our differences make us stronger. Our team represents a wide range of backgrounds and experiences, bringing unique perspectives and ideas to the table. As a Merrill Financial Solutions Advisor, you will be part of a dynamic and supportive team environment, where everyone has the opportunity to grow and succeed.

Key Requirements
To be considered for this role, you must hold Series 7 & 66 (63 & 65 in lieu of 66) licenses, have at least two years' experience in the financial service industry, and possess a bachelor's degree preferably in a business-related field. Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) are also desirable.

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