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Participate in Merrill’s Advisor Development Program, obtain SIE, Series 7, and Series 66 licenses, and train to become a Financial Solutions Advisor. Build and manage client relationships, assess investment and financial needs, provide holistic advice, recommend Merrill and Bank of America solutions, conduct client reviews, and collaborate with banking and investment partners. The centralized role is phone-based and serves affluent and high-net-worth clients while meeting regulatory and client-service requirements.

Participate in Bank of America’s Financial Solutions Advisor training program, obtain SIE, Series 7, and Series 66 licenses, and develop client advisory skills. Build and manage relationships with banking, small business, and affluent clients; assess financial needs; provide comprehensive advice; recommend banking and investment solutions; conduct client reviews; prospect and manage referrals; and collaborate with banking and Merrill partners. The role is office-based, Monday through Friday, with some Saturdays required.

Participate in Merrill’s Advisor Development Program, complete required securities licensing, and develop skills to become a Financial Solutions Advisor. Provide phone-based clients with holistic investment, savings, and liability guidance; build relationships; assess financial goals; recommend Bank of America and Merrill solutions; manage client portfolios; collaborate with banking and investment partners; and complete ongoing training and coaching.

Advise and guide clients on achieving financial goals through investment guidance, personalized financial solutions, and Merrill tools and resources. Build strong client relationships, identify suitable solutions, manage multiple priorities, and apply regulatory due diligence. The role requires in-office attendance, client-focused sales skills, time management, technology adaptability, and SAFE Act registration and background screening due to potential residential mortgage loan origination responsibilities.

Processes routine money movement and operational transactions according to established procedures. Supports functions including payment and trade processing, account opening, report generation, data entry, phone calls, email queues, and operational workflows. Maintains accuracy, quality, and operational discipline while assisting internal partners and external clients, escalating complex issues to management and contributing to process effectiveness and continuous improvement.

Designs, develops, and maintains enterprise GIS applications using the Esri ArcGIS platform. Leads solution architecture and delivery for complex geospatial features, supports map and feature services, geodatabases, integrations, CI/CD automation, cloud modernization, and troubleshooting. Collaborates with stakeholders and architects, improves application stability and performance, documents solutions, evaluates tools, and builds institutional knowledge within a specialized GIS team.

Supports Financial Advisors and Client Relationship Managers with client servicing, banking and investment solutions, risk management, accurate client materials, issue resolution, relationship development, and business growth activities. The role provides training on Merrill’s wealth management platform and products while preparing the employee to become a fully registered Financial Advisor. SAFE Act registration and background screening may be required for mortgage-related activities.

Lead architecture and end-to-end delivery for a next-generation wire payment platform. Design secure, scalable AWS cloud-native systems; guide Java-based distributed application development; establish CI/CD, infrastructure as code, observability, disaster recovery, and compliance practices. Collaborate with architects and stakeholders, deliver complex features across teams, conduct technical research, optimize infrastructure, and mentor engineers. Expertise in payment systems, ISO 20022, Java, Spring, Oracle, Kafka, RabbitMQ, and AWS is required.

Provide client service support to Financial Advisors, serve as primary client contact, educate clients on bank offerings, ensure accuracy and timeliness of materials, follow policies to manage risk, deepen client relationships, promote banking solutions, and support day-to-day team activities including coverage during absences.

Participates in a structured advisor development program, earning securities licenses and receiving training in investment advice, client relationship management, financial planning, and product solutions. Provides phone-based, holistic guidance to affluent and high-net-worth clients, assesses financial needs, recommends investment and banking strategies, manages client portfolios, conducts reviews, and collaborates with banking and investment partners. Must obtain the SIE within 60 days and Series 7 and Series 66 within 120 days.