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Provides client service and operational support to multiple Financial Advisors and their clients. Responsibilities include handling service requests, preparing accurate client materials, ensuring policy compliance, maintaining client relationships, promoting banking and investment offerings, managing risk, and supporting daily team activities. The role requires strong communication, organization, client focus, adaptability, and proficiency with Microsoft Office and Salesforce.

Provides credit assistance and collections support through primarily outbound calls. Contacts delinquent clients, determines reasons for nonpayment, negotiates repayment plans, and identifies appropriate solutions within compliance guidelines. Uses automated collections systems and calling tools while delivering empathetic client service, meeting quality standards, and achieving performance targets.

Work with Financial Advisor teams to develop comprehensive financial plans, analyze client data, recommend investment and tax/estate/trust/insurance solutions, maintain planning tools, attend client meetings, and coordinate specialists to deliver wealth management services. May originate residential mortgage loans and must maintain SAFE Act registration.

Provide client service support to Financial Advisors and their clients by responding to client requests, preparing accurate client materials, promoting banking and investment solutions, ensuring compliance with policies, and supporting day-to-day team activities and coverage needs with a client-first mindset.

Entry-level financial advisor development role providing structured training for SIE, Series 7, and Series 66 licensing. After licensing, the advisor builds client relationships, assesses financial needs, recommends banking and investment solutions, manages a client portfolio, delivers reviews, and collaborates with banking and investment partners. The role requires SAFE Act registration, strong communication, consultative selling, multitasking, technology adaptability, and rotating Saturday availability.

Leads the engineering strategy and technical delivery for the GMI Next Gen program, migrating a legacy back-office platform. Responsibilities include solution architecture, complex feature design, technology stack definition, test strategy, integration, non-functional requirements, SDLC governance, vendor coordination, and technical oversight across teams. The role requires extensive GMI, Futures and Options Clearing, and migration experience, along with leadership of technical delivery teams and collaboration with program managers and vendors.

Provides personalized financial guidance to banking clients, recommends borrowing and banking solutions, builds and deepens relationships, manages outreach and pipelines, handles referrals and client requests, and supports financial center teams with specialized coaching. The role requires business-to-business sales or small business banking experience, strong communication, customer service, relationship-building, outbound phone sales, and a proven sales record.

Provides personalized financial guidance to clients across borrowing and banking products. Builds and deepens relationships, conducts client meetings, identifies referrals, manages outreach pipelines, resolves issues, and recommends tailored solutions. Partners with financial center leadership to support client experience and coach associates. The role requires business-to-business sales or small business banking experience, strong communication, customer service, relationship-building, prospecting, and outbound phone sales skills.

Supports Financial Advisors and wealth management clients by providing client service, preparing accurate materials, fulfilling requests, promoting banking and investment offerings, maintaining relationships, following policies, and supporting daily team operations. The role requires strong communication, attention to detail, adaptability, client focus, and the ability to learn financial products and technology platforms.

Participate in a structured advisor development program, obtain required securities licenses, and provide phone-based clients with holistic financial advice. Build and manage client relationships, assess investment and financial needs, recommend Merrill and Bank of America solutions, conduct client reviews, and collaborate with banking and investment partners. Complete training, coaching, regulatory requirements, and SAFE Act registration while progressing toward a Merrill Financial Advisor role.