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Aspiring Wealth Advisor – Development Program
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-08-24
Listing for:
Sacbar
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Merrill Wealth Management is seeking a Financial Advisor in the Sacramento area to build client relationships, assess financial goals, and deliver comprehensive investment recommendations. You will collaborate with Merrill Advisor Teams to grow portfolios and gain mentorship through a structured training program.
This role emphasizes sourcing clients via prospecting and referrals, balancing growth with ongoing client service, and completing required regulatory trainings.
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