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Wealth Solutions Advisor High-Net-Worth Clients
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-02
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Merrill Wealth Management is seeking a Financial Advisor to work with high-net-worth clients at their Walnut Creek location. The role involves understanding client needs and providing tailored investment advice, leveraging technology for business growth.
The ideal candidate has 4+ years of professional experience in the investments industry and holds a Bachelor's Degree in a business-related field. A focus on building relationships and client solutions is essential.
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