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Wealth Advisor High-Net-Worth Clients

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: NBMBAA
Full Time position Listed on 2026-11-11
Job specializations:
Salary/Wage Range or Industry Benchmark: 80000 - 90000 USD Yearly USD 80000.00 90000.00 YEAR

Job Description & How to Apply Below

Position: Wealth Advisor for High-Net-Worth Clients

Merrill Wealth Management in California seeks a Financial Advisor Associate to help high-net-worth clients identify needs, deepen relationships, review goals, and prepare investment recommendations.

You will leverage Merrill and Bank of America capabilities, maintain client data in Salesforce, and drive growth through prospecting while adhering to privacy and regulatory guidelines in a collaborative team environment.

We are seeking a motivated Wealth Advisor for High-Net-Worth Clients to join NBMBAA in Walnut Creek, CA, United States.

The position is based in Walnut Creek, CA, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 80.000 - 90.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Advisor for High-Net-Worth Clients role in the description above.

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