Wealth Advisor for High-Net-Worth Clients
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Merrill is seeking a Financial Advisor role in the Walnut Creek, CA area to manage high-net-worth client relationships, assess financial objectives, and prepare comprehensive investment recommendations. You will prospect new clients, leverage referrals, and collaborate with internal partners to deliver tailored solutions. Applicants should hold Series 7 and 66 licenses or equivalent, with at least one year of investment industry experience and strong communication skills. #J-18808-Ljbffr Jobtailor
Vacancy posted 1 day ago
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