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The portfolio manager oversees high net worth clients' investments, develops strategies, and manages portfolios, with a focus on client relationships and investment returns.

Provide comprehensive advice and customized solutions to clients for achieving their financial goals. Key tasks include triaging leads, making referrals, reviewing financial plans, recommending brokerage products, and completing required licensures.

The Wealth Management Client Associate supports Financial Advisors by providing client service, managing client relationships, and ensuring compliance with banking policies.

The Relationship Manager assists the Financial Advisor team in managing client relationships, facilitating meetings, and ensuring client satisfaction by addressing their needs and expectations.

A 13-week rotational program for recently transitioned veterans across Global Banking & Global Markets. Participants receive training, mentorship, and two six-week rotations performing financial analysis, modeling, research, pitch preparation, client interaction, and deal execution support. Successful participants may receive full-time offers and must be available for on-site participation in New York City.

Provide personalized financial advice and solutions to clients, meeting their investment goals and making referrals based on needs.

As a Financial Solutions Advisor Stage I, you will obtain licenses, build client relationships, and provide financial solutions while completing training programs.

Provide comprehensive financial advice and solutions to clients, build financial plans, review investment goals, and manage client relationships while ensuring compliance with SAFE Act registration requirements.

Join Merrill's Advisor Development Program to build a book of business and advise high-net-worth clients. Responsibilities include prospecting, client needs assessment, recommending suitable investments, managing client accounts, collaborating with specialists and documenting interactions in Salesforce. The role requires completing mandated training, meeting performance goals, and growing client relationships through referrals and networking.

Develop and grow a book of business by prospecting and networking, build client relationships, recommend suitable investment solutions, perform KYC and account openings, document interactions in Salesforce, collaborate with specialists and advisor teams, meet performance goals, and complete required training and licensing obligations.