Team Financial Advisor

Merrill Wealth Management

San Diego, CA, United States
Base: $28.85 - $36.06 hourly pyy; bonus/equity: no...
Client engagement and influence
Outbound sales techniques
Investment product recommendations
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products.
  • The Team Financial Advisor engages in developing a book of business to meet performance hurdles.
  • Merrill is committed to an in-office culture that values diversity and personal relationships.

Matching Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products.

Salary

Base: $28.85 - $36.06 hourly pay; Bonus/Equity: Not specified; Benefits: Industry-leading benefits

Skills & Requirements

Must-have

  • Client engagement and influence
  • Outbound sales techniques
  • Investment product recommendations

Nice-to-have

  • Strong understanding of Financial Advisor role
  • Demonstrated track record of success
  • Proficiency in Sales Force

Key Requirements

  • At least three years of sales experience
  • Series 7 and Series 66 licensing
  • Bachelor’s Degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter