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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.

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.

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.

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

As a Financial Solutions Advisor, gain industry licenses, provide comprehensive financial advice, and build client relationships while supporting their financial goals.

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

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.

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.

Originate and manage residential mortgage and HELOC loans for financial center clients, provide tailored lending and banking solutions, submit applications, collect documentation, maintain client communications, meet sales and compliance expectations, and partner with center leaders to coach associates and drive client relationship growth.

The Merrill Lending Solutions Advisor drives adoption of lending solutions among UHNW clients, manages credit activities, and oversees underwriting and risk analysis. They collaborate with advisors and clients, educate on lending capabilities, and contribute to strategy for product innovation in lending practices.