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Wealth Advisor: Build a High-Net-Worth Book of Business
Job in
Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Merrill in Mount Pleasant, SC seeks an Advisor Development Program–Financial Advisor to work with high-net-worth individuals, identifying needs, reviewing goals, and delivering comprehensive recommendations aligned with client objectives.
You will build a book of business, prioritize sourcing, leverage referrals, and collaborate with internal specialists to tailor investment solutions. The role emphasizes growth, compliance, and ongoing education as you progress through training and milestones.
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