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Join the Merrill Advisor Development Program to build a book of business, source and service high-net-worth clients, recommend suitable investment solutions, collaborate with specialists, complete training, and document client interactions in Salesforce while meeting performance targets.

Provide comprehensive financial advice and customized solutions to clients, focusing on meeting their investment and financial goals, while maintaining compliance with regulatory requirements.

The role involves designing infrastructure tools, developing software solutions, ensuring production stability, and providing technical expertise within a team environment.

The role involves providing financial advice, building client financial plans, and recommending investment products while adhering to regulatory requirements.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, build financial plans using brokerage products, refer clients to internal partners, meet sales goals, complete required licenses/training (including SAFE Act), and mitigate risk while delivering strong client relationships and coaching referral partners.

Originates and manages residential mortgage loans by developing external referral networks, advising clients on lending solutions, managing pipelines, ensuring compliance with federal/state regulations and SAFE Act requirements, and collaborating with loan fulfillment partners to deliver excellent client experiences.

Manage and grow treasury revenue across a portfolio of large global healthcare clients by delivering customized cash management, liquidity, payments, FX, trade and card solutions. Drive client planning, pricing, proposals, and presentations; influence digital adoption; lead client engagements and industry thought leadership; collaborate across product and coverage teams; coach junior treasury staff; and own special projects to improve efficiency and profitability.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, refer clients to internal partners, mitigate risk, and identify new clients. Complete required licenses and trainings, including SAFE Act registration for mortgage origination duties.

Lead due diligence and analysis of private credit funds (drawdown, private BDCs, interval funds). Source and monitor investments, write memos/commentary, present findings, educate financial advisors, manage vendor and internal relationships, and attend on-site/annual meetings.

The GWIM Credit Product Specialist develops and supports strategies for delivering credit solutions to wealth management clients, focusing on relationship building and profitability analysis.