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Provide personalized financial advice and build financial plans using brokerage and banking products. Triage client leads, refer to internal partners, recommend investment strategies, and meet sales and regulatory requirements. Complete required licenses and SAFE Act registration if originating mortgages.

Originates residential mortgage loans and HELOCs from within a financial center, advises clients on borrowing and banking solutions, manages application submission and documentation, conducts outreach and pipeline follow-up, and collaborates with internal partners while balancing sales, risk, and client service. Requires SAFE Act registration.

Provide inbound/outbound investment guidance and client service for self-directed investors. Execute and confirm trades, resolve client issues, educate clients on Merrill products and trading strategies, and deepen relationships while meeting performance goals and maintaining required registrations.

Lead service delivery and operations for Merrill's Wealth Management teams, managing client associates and driving business growth through exceptional service.

Provide comprehensive financial advice and customized solutions to clients, including building financial plans and recommending banking strategies.

Provide comprehensive financial advice and customized investment solutions to clients: triage leads, build financial plans, recommend brokerage products, make referrals, and ensure regulatory compliance (including SAFE Act when applicable).

Originates residential mortgage and HELOC loans from a financial center, advises clients on borrowing and banking solutions, manages pipeline and documentation, coordinates with internal partners, and balances sales performance with operational risk and compliance (SAFE Act registration required).

Originates residential mortgage loans and advises clients on mortgage, HELOC, and other lending products. Manages pipeline, submits applications, gathers documentation, provides ongoing client communication, and partners with internal teams. Must comply with SAFE Act registration and balance sales, risk, and client experience.

Originates residential mortgage loans and delivers lending solutions (First Mortgage, HELOC) from a local financial center. Advises clients on borrowing needs, submits mortgage applications, collects documentation, manages pipeline and client communications, and cross-sells other banking products. Balances sales performance, operational risk, and compliance, and must maintain SAFE Act registration.

Provide customized financial advice and solutions, meet clients to review financial goals, triage leads, and mitigate risks while collaborating with internal partners.