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Provides personalized financial planning and investment advice to clients, recommends brokerage and banking solutions, manages referrals, develops new client relationships, and ensures regulatory compliance. The role requires Series 7 and 66 licenses or equivalent credentials, investment and financial services experience, strong communication skills, and availability Monday through Friday with rotating Saturdays.

Provides personalized financial and investment guidance to clients by developing financial plans, recommending brokerage and banking solutions, and aligning strategies with client goals. Manages referrals, engages prospective clients, supports referral partners, and mitigates risk. Requires securities licensing, investment and financial-services experience, regulatory diligence, strong relationship-building and communication skills, and availability Monday through Friday with rotating Saturdays.

Develops and validates wholesale credit risk, market risk, stress testing, loss forecasting, scorecard, and regulatory capital models. Performs statistical analysis on large datasets, prepares technical documentation and white papers, supports model risk management, and implements models in production environments. Collaborates with technology teams, stakeholders, and senior management to address findings, monitor model performance, improve processes, and communicate quantitative results.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include educating clients on banking offerings, preparing accurate materials, fulfilling client and advisor requests, maintaining policy compliance, managing risk, deepening client relationships, identifying referrals, and supporting team coverage. The role requires strong communication, organization, judgment, adaptability, and proficiency with Microsoft Office and Salesforce.

Conducts end-to-end investigations into fraud, money laundering, terrorist financing, and other external financial crimes. Researches transaction data, customer information, public records, and social media; prepares Suspicious Activity Reports; coordinates with law enforcement and internal stakeholders; manages case inventories and service-level requirements; identifies compliance and operational risks; and recommends follow-up actions, including potential account closure.

Provides client service and operational support to multiple Financial Advisors in Merrill Wealth Management. Responsibilities include responding to client needs, preparing accurate materials, maintaining client relationships, promoting banking and investment offerings, following policies, managing risk, and supporting daily team activities. The role requires strong communication, organization, discretion, adaptability, and client-focused judgment.

Provides client service support to multiple Financial Advisors, serving as a primary contact for Merrill clients. Responsibilities include fulfilling client and advisor requests, preparing accurate materials, explaining banking and investment offerings, maintaining client relationships, promoting relevant solutions, supporting operational excellence, following policies, managing risk, and assisting with team coverage. The role requires strong communication, client focus, adaptability, judgment, organization, and proficiency with Microsoft Office and Salesforce.

Originates residential mortgage and HELOC loans while advising financial center clients on borrowing and banking products. Builds client relationships, assesses financial needs, recommends tailored solutions, manages mortgage applications and documentation, conducts outreach and pipeline follow-up, and refers clients to internal partners. The role also provides guidance to financial center associates, balances sales performance with operational risk, and complies with SAFE Act and other lending regulations.

Private Client Advisor responsible for acquiring and retaining high-net-worth clients, deepening relationships, and delivering integrated wealth, banking, credit, and asset-management solutions. Leads client management processes, develops referral networks, identifies business opportunities, and coordinates internal specialists to provide a comprehensive client experience. The role requires strong sales, negotiation, financial, relationship-building, and advisory skills, along with securities licenses and extensive private banking or financial services experience.

Provides personalized financial planning and investment guidance to clients, recommending brokerage, banking, and managed-money solutions. Responsibilities include reviewing financial goals, building plans, referring clients to internal specialists, developing new relationships, managing risk, and supporting sales goals. Requires securities licensing, investment and financial-services experience, regulatory diligence, and completion of required training. The role is primarily in-office, Monday through Friday, with some Saturday availability.