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This entry role supports Financial Advisors in providing client services, obtaining necessary licenses, and developing skills to eventually become a full Financial Advisor.

The Director, Business Support Manager is responsible for overseeing KYC processes, providing governance, and transforming data insights to support strategic decision-making, while ensuring compliance with regulations. This role involves collaboration with various teams to align on organizational frameworks and metrics.

The Life Services Financial Solutions Advisor provides financial advice, builds client relationships, and manages client needs through informed discussions about assets and financial goals.

The Financial Solutions Advisor Program at Merrill trains individuals to become certified Financial Advisors, focusing on client relationships and comprehensive financial advice. Training includes securing necessary industry licenses and developing skills to manage client portfolios and deliver financial solutions.

The WMCA - ADP role supports Financial Advisors with client service, builds relationships, and prepares for a career as a Financial Advisor through training and licensing. Responsibilities include providing client support, managing relationships, and adhering to compliance requirements.

The Financial Solutions Advisor helps clients make informed financial decisions regarding inheriting assets, providing personalized financial advice and solutions to meet individual goals.

The role supports Financial Advisors by providing client service, obtaining required securities licenses, and preparing for a career as a Financial Advisor through customized solutions and skills development.

The Financial Solutions Advisor provides financial guidance to clients, builds financial plans, recommends investment strategies, and meets regulatory requirements.

Develop and deliver complex software solutions, ensuring compliance with requirements, performing coding, unit testing, and participating in CI-CD activities.

Assist in sales, trading, and hedging activities by structuring and executing financial transactions while performing quantitative analysis and market research.