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Wealth Advisor for High-Net-Worth Clients
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-08-10
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor seeks a financial professional to work with high-net-worth individuals, identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations aligned with client objectives.
Collaborate with Merrill Financial Advisor Teams to promote portfolio growth, prioritize sourcing prospective clients, and provide customized solutions while maintaining compliance and pursuing ongoing professional development.
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