Top Financial Advisor Jobs

Provide comprehensive financial and investment planning and advice, sell managed and fee-based products, acquire new clients, collaborate with relationship teams, track performance and compliance, design reports and dashboards, support strategic initiatives, and coach team members to enhance client experience and meet sales targets.

This role involves advising clients on financial goals, triaging leads, making referrals, and ensuring compliance with SAFE Act registration.

Provide financial planning and portfolio management for clients, develop trust and cooperative relationships, stay aware of economic and regulatory changes, maintain and update financial plans, and leverage firm resources to grow client relationships and business.

COUNTRY Trust Bank® Financial Advisors provide financial services and insurance products to clients, leveraging diverse income sources and establishing their own businesses with support.

Financial Advisors will independently manage their business, helping clients with financial planning, insurance products, and conducting seminars while having uncapped earning potential.

Provide holistic financial, investment, insurance, tax, and estate planning to clients; manage complex financial plans, deliver exceptional client experience, delegate operations to service teams, ensure compliance, and grow an existing book of business.

The Financial Solutions Advisor provides customized financial advice and solutions, manages client relationships, and recommends investment strategies to meet financial goals.

Provide comprehensive financial advice, customize solutions for clients, triage leads, build financial plans, and recommend brokerage products while adhering to regulatory requirements.

The Financial Advisor provides financial solutions, mentors junior advisors, increases assets under management, and ensures compliance with relevant regulations.

Work as a client-facing Financial Advisor building and growing a practice using the firms technology, products, and support. Serve clients with investment, insurance, retirement, estate planning and wealth management needs, collaborate with internal specialists, and grow business via strategic alliances and concierge-level support.

Develop and grow a book of business by sourcing prospects, recommending suitable investment products, conducting KYC and account openings, servicing client accounts, documenting interactions in Salesforce, and completing mandated training while collaborating with Merrill teams to meet performance goals.

Partner with Advisors to conduct client discovery, analyze financial data, support development of financial plans and investment recommendations, manage referrals and client communications, maintain client records in Salesforce, and build advisory skills toward a Financial Advisor role.

Client-facing advisor-in-training managing a book of clients (<$1M AUM), delivering financial planning support, preparing meeting materials, executing follow-ups, driving relationship growth and referrals, and progressing toward full Financial Advisor responsibilities and CFP certification.

Serve as primary advisor for high‑net‑worth clients, creating and delivering comprehensive financial plans across investments, tax, equity compensation, estate, and retirement. Lead client meetings, coordinate with portfolio management, tax and estate professionals, manage a book of typically <100 households, and drive organic growth via referrals, COIs, and business development.

Serve as primary advisor for high-net-worth clients ($5M+ AUM), deliver comprehensive financial planning across investments, tax, equity compensation, estate, and retirement; lead client meetings, coordinate with portfolio, tax, and estate professionals; grow business via referrals and COIs; mentor associate advisors.

The Financial Planner II leads the business development for brokerage and insurance services, trains staff, and mentors licensed assistants. Responsibilities include client management, coaching, conducting seminars, and maintaining licenses while ensuring compliance with industry standards.

Serve as senior risk advisor for investment products, portfolio solutions and advisor offerings. Identify, assess, and monitor product and strategic risks; provide independent challenge on new product development and distribution; lead a team of risk practitioners; produce risk reporting and enterprise insights; embed division-specific risk guidance into strategy and execution; partner with stakeholders across enterprise risk, legal, compliance, and business leadership.

As a Financial Advisor in the Merrill Advisor Development Program, you will develop client relationships, review financial goals, and recommend investment strategies while collaborating with advisory teams to grow your business.

Provide comprehensive financial advice, meet client financial goals, triage leads, review financial plans, and recommend brokerage products while managing client relationships.

Build and grow client relationships by delivering investment and insurance solutions, support portfolio reviews and client lifecycle management, and collaborate with Retail, Business Banking, and Wealth teams while learning from a senior advisor and building your own book.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, build financial plans, recommend brokerage products, make referrals to internal partners, identify new clients, and ensure regulatory compliance including SAFE Act registration when applicable.

Serve as primary relationship owner for high-net-worth clients, delivering comprehensive financial and investment planning. Lead client meetings, coordinate with portfolio, tax, and estate specialists, implement strategies, and drive organic growth through referrals and partnerships. Focus on retirement/income planning, complex compensation, tax and estate coordination, and long-term portfolio strategy.

Provide financial planning and investment management support to clients and senior advisors, source and close new clients, conduct annual reviews, manage accounts and trades, maintain CRM records, and adhere to firm processes, training, and compliance standards.

Provide personalized retirement and financial planning for clients, utilizing company tools and marketing support to expand business and collaborate with team members.

The Financial Advisor will meet with clients to plan financial futures, utilize company tools for operations, and expand business using marketing support.