Top Financial Advisor Jobs

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.

The Financial Advisor provides investment and financial planning guidance, managing client relationships, achieving sales goals, and ensuring compliance with regulations.

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.

The role involves developing client relationships, providing investment recommendations, and managing client portfolios while meeting performance goals in a team-oriented environment.

Provide comprehensive financial advice and customized solutions to clients, triaging leads, building financial plans, and recommending products to meet financial goals.

Support advisors by preparing financial plans, performing analysis and stress tests, managing client onboarding and service requests, creating presentations, executing trades per advisor direction, and gradually participating in client meetings to grow toward a client-facing advisory role.

Advise clients on financial objectives and provide tailored investment, retirement, and wealth-management strategies. Use financial tools and analytics to assess needs, develop action plans, collaborate with industry experts, and build long-term client relationships.

Advise clients on investments, retirement planning, and wealth management. Assess financial goals using analytics, develop tailored strategies, collaborate with experts, and build long-term client relationships.

Engage clients to understand financial goals and deliver tailored investment, retirement, and wealth management strategies. Use financial tools and analytics to create plans, collaborate with experts, and build long-term client relationships while providing ongoing advice and support.

Advise clients on investments, retirement planning, and wealth management by assessing financial goals, using analytics and tools to build tailored strategies, collaborating with experts, and developing long-term client relationships.

Advise clients on investment, retirement, and wealth-management strategies. Assess client needs using financial tools and analytics, develop tailored plans, and build long-term client relationships. Collaborate with industry experts and leverage resources to deliver comprehensive financial solutions and ongoing client support.

Advise clients on investments, retirement planning, and wealth management by assessing financial goals, developing tailored strategies, and leveraging analytics and industry resources to build long-term client relationships.

Provide personalized financial advice to clients, assess goals, recommend investments, retirement and wealth management strategies, use financial tools and collaborate with industry experts to build long-term client relationships.

Advise clients on investments, retirement planning, and wealth management; assess needs using financial tools and analytics; develop tailored strategies; build and maintain long-term client relationships.

Advise clients on investments, retirement planning, and wealth management by assessing financial goals, developing tailored strategies, and using financial analytics. Build and maintain client relationships while collaborating with industry experts and leveraging firm resources to deliver long-term financial solutions.

Advise clients on investment, retirement, and wealth management strategies; assess needs using financial tools and analytics; build long-term client relationships; collaborate with industry experts to implement tailored financial plans.

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, providing comprehensive financial planning across investments, tax, equity compensation, estate, and retirement. Lead client meetings, coordinate with portfolio, tax, and legal specialists, mentor associates, and drive organic growth through referrals and business development.

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.

Assist the advisory team in managing client relationships, preparing financial plans, and providing excellent service during client meetings. Analyze investments and create reviews for clients.

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.

Provide comprehensive financial planning and investment advice to individuals and business owners, conduct portfolio reviews, prospect for high-net-worth clients, collaborate with tax/estate/insurance specialists, and ensure regulatory compliance while growing and retaining client relationships.