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Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, refer clients to partners, mitigate risk, and engage new clients while completing required licensing and trainings (SAFE Act).

Provide personalized investment and banking advice, triage client leads, build financial plans and recommend brokerage products. Refer clients to internal partners by asset thresholds, coach referral partners, mitigate risk in daily activities, pursue required licenses/trainings (including SAFE Act), and identify new client opportunities.

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

The Merrill Lending Solutions Advisor II drives adoption of lending solutions, manages credit activities, and engages with UHNW clients while ensuring risk management and profitability goals are met.

Provide client service support to Financial Advisors and their clients by handling service requests, ensuring timely and accurate client materials, promoting banking offerings, maintaining compliance with policies, and supporting day-to-day team activities to deepen client relationships and operational excellence.

Responsible for designing tools and services for mainframe storage, managing deployments and integrations, and supporting technical projects while ensuring compliance with architecture standards.

Provide comprehensive financial advice to clients: triage leads, build financial plans, recommend brokerage and banking products, make internal referrals, mitigate risk, and pursue business development while completing required licenses and trainings (SAFE Act, Series exams).

Lead commercialization and growth for the global payments product suite. Develop cross-sell plays, go-to-market frameworks, target lists, pitch materials, and sales training. Monitor market and regulatory trends, manage pipeline and KPIs, coordinate with global stakeholders, and translate product capabilities into client value to accelerate payments revenue.

The Senior Manual Ethical Hacker will lead security assessments, identify vulnerabilities, and provide insights to enhance application security.

As a Financial Solutions Advisor, you will obtain securities licenses, build client relationships, and provide comprehensive financial advice while helping clients achieve their financial goals.