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Provide comprehensive financial advice and customized investment solutions to small business clients. Triage client leads, build financial plans using brokerage products, recommend banking and investment strategies, make referrals to internal partners, mitigate risk in daily activities, and identify and engage new clients while coaching referral partners.

The Merrill Advisor Development Program - Financial Advisor involves developing client relationships, recommending investment solutions, and collaborating with financial advisor teams to enhance portfolio growth.

Phone-based trainee role providing client service and needs-based investment referrals, supporting Merrill clients, managing self-directed accounts, and preparing for FINRA licensing (SIE, Series 7 and 66). Focuses on relationship building, client care, and referring sales opportunities to specialist teams.

Handle inbound client requests via calls, chats, and emails; resolve account issues, record interaction data, escalate risk items, advise clients on solutions (including fraud), comply with regulations, and promote digital solutions while delivering excellent service.

Handle inbound client requests via phone, chat, and email; resolve routine and fraud-related issues; record interaction data; escalate complex items; apply bank procedures and compliance; recommend solutions and deepen client relationships using digital tools.

Provide day-to-day client service support for one or more Financial Advisors, address client service needs, prepare accurate client materials, ensure compliance with policies, deepen client relationships by promoting banking and investment offerings, cover team activities during absences, and support operational excellence and risk management.

Provide day-to-day client service support for Financial Advisors, serving as primary client contact. Educate clients on banking and wealth management services, ensure accuracy and timeliness of client materials, follow up on requests, support operational excellence and risk controls, deepen client relationships by promoting banking solutions, and assist with team coverage during absences.

Originates residential mortgage and HELOC loans for financial center clients, advises on borrowing and banking solutions, manages mortgage applications and documentation, conducts outreach and pipeline follow-up, coordinates referrals and partners with internal teams to deliver an excellent client experience while balancing sales, risk, and compliance.

Join Merrill's Advisor Development Program to build a book of business and provide investment recommendations to high-net-worth clients. Responsibilities include prospecting, client relationship management, KYC/account opening, delivering tailored investment solutions, documenting interactions in Salesforce, and completing mandated training and performance goals.

Provide client service support for Financial Advisors, act as primary client contact, ensure timely and accurate client materials, align practices with policies, deepen client relationships, promote banking and investment offerings, and support day-to-day team activities including coverage during absences.