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Provide comprehensive financial advice, triage client leads, build customized financial plans, recommend brokerage and banking products, make referrals to partners, and maintain regulatory compliance including SAFE Act registration.

Provide independent liquidity risk oversight for Equity and Financing businesses, including setting limits and early-warning indicators, stress-testing assumptions and models, challenging line-of-business liquidity practices, monitoring breaches, performing independent analyses and deep dives, and supporting recovery and resolution planning. Liaise with Treasury, LOB risk, and front-line units to ensure adherence to policies and drive remediation when needed. Produce reports, governance materials, and subject-matter expertise on liquidity topics.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, refer to internal partners, build financial plans, recommend brokerage and banking products, identify and engage new clients, mitigate risk, and complete required licenses and SAFE Act registration.

Serve as a specialized wealth planning resource for advisor teams, leading client engagements, performing technical estate and financial analyses, developing integrated planning strategies, expanding client relationships, and coordinating implementation with advisors. Maintain advanced knowledge of trust, estate/transfer tax, retirement, investment, business transition, and philanthropic planning. Travel up to 10%.

Provide prospects and self-directed investors with investment guidance, execute and confirm trade orders, resolve client issues, and deepen relationships by uncovering needs and referring to counterparts. Maintain product, policy, and market knowledge while delivering high client satisfaction via inbound/outbound phone interactions and digital support.

Lead architect for HPS/MBSS initiatives focused on Active/Active cloud and gateway modernization. Design end-to-end infrastructure and integration solutions across on‑prem and AWS/Azure, ensure network, application, and data security, document architectures, and drive API/service integration and delivery for payments networks.

Provide inbound/outbound financial guidance to prospects and self-directed investors, educate on Merrill investment products and trading, execute and confirm trades, resolve client requests, assist with brokerage website navigation, and deepen client relationships while maintaining product, policy and market knowledge. May require SAFE Act registration for residential mortgage origination.

Manage corporate credit relationships for Technology, Media, Telecom & Gaming clients: underwrite, structure, negotiate and monitor loans; lead credit approvals and portfolio oversight; mentor junior staff; collaborate with relationship managers, risk, treasury and legal to grow loans while mitigating risk and ensuring regulatory compliance.

As a Financial Solutions Advisor Trainee, you will obtain necessary securities licenses and develop skills to provide comprehensive financial advice to clients, building relationships and managing client needs within a wealth management context.

Financial Solutions Advisors guide clients through financial decisions related to inherited assets, managing client relationships and providing strategic financial advice to meet their goals.