Wealth Management Advisor

1 week ago


Pasadena, California, United States Disability Solutions Full time
Wealth Management at Disability Solutions
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor with Disability Solutions, you will help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

This role provides experienced advisors the opportunity to work with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.

This position requires Series 7 & 66 (63 & 65 in lieu of 66) licenses, two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded, and minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. The salary range for this role is $75,000 - $85,000 annually.

This role offers formulaic incentive eligibility, allowing employees to earn incentives based on defined metrics. Additionally, this role is benefits eligible, providing access to paid time off, resources, and support to employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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