Financial Advisor for Wealth Management

Join Merrill Wealth Management as a Financial Advisor in Oregon & SW Washington, where your investment guidance can help clients meet their life goals. This role emphasizes tailored financial planning and client relationship management.
As an Advisor Development Program participant, you’ll support high-net-worth clients by assessing their financial needs and providing customized strategies. With direct mentorship from established advisors and continuous training, you will grow your skills while managing client portfolios and developing business strategies for long-term success.
Key Responsibilities:
• Address incoming client inquiries about services
• Develop and nurture relationships with potential clients
• Maintain detailed records of client engagements in Salesforce
• Recommend investment products suitable to client objectives
• Work with specialists to create comprehensive financial solutions
Requirements:
• Must have Series 7 and 66 licenses
• At lea...