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

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.

Entry-level role that trains candidates to obtain SIE, Series 7 and 66 licenses, develop advisory skills, build and manage client relationships, recommend Bank of America and Merrill financial solutions, collaborate with banking and investment partners, and work in a financial center subject to SAFE Act registration and background checks.

The Private Client Manager II is responsible for managing client relationships, advising on financial needs, driving new business inflows, partnering with internal teams, and ensuring client satisfaction.

The Private Client Manager II expands client relationships, drives new business, leads credit opportunities, mentors colleagues, and delivers a branded client experience. Responsibilities include advising clients, coordinating team efforts, and utilizing digital capabilities.

Develop and deliver complex software solutions, ensure compliance requirements are met, perform testing, and participate in continuous integration and development activities.

The Financial Solutions Advisor provides customized financial solutions to clients, focusing on financial planning and investment recommendations.

Provide comprehensive financial advice and solutions to clients, build financial plans, recommend investment strategies, and meet regulatory requirements related to SAFE Act.

The Data Governance Lead will manage data governance initiatives, oversight of data incidents, and collaborate with Compliance and Risk to produce data solutions.

Lead enterprise AI high-level design and reference architecture across the SDLC. Define target operating environments, non-functional requirements, integration and governance patterns, and enable developer workflows. Collaborate with platform, security, data and delivery teams to ensure scalable, resilient, and auditable AI-enabled solutions and drive architecture adoption and standards.