Description
Merrill is hiring a Financial Advisor through its Advisor Development Program to serve high-net-worth clients, develop relationships, assess financial needs, recommend investment products and services, service client accounts, and grow a book of business. The role requires Series 7 and 66 (or equivalent) licenses, at least one year of investment and financial-services or sales experience, strong prospecting and relationship-building skills, and proficiency with Microsoft Word, PowerPoint, and Excel. It is an in-office, first-shift position in Santa Barbara, Westlake Village, or Woodland Hills, California, with 40 hours per week and an annualized salary of $80,000 to $90,000 plus formulaic incentives and benefits.
