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Provide phone-based, goals-focused financial advice to beneficiaries and clients inheriting assets. Build financial plans, recommend brokerage and banking products, triage client needs, make referrals, manage client issues, and ensure regulatory and internal policy compliance. Participate in required licensing and SAFE Act registration and pursue client retention and growth through consultative conversations.

Provide consumer lending advice and originate residential mortgage loans by sourcing clients, managing pipelines, and collaborating with loan fulfillment partners. Grow market share through external networking with realtors, builders, and community contacts while ensuring compliance with federal/state regulations and SAFE Act registration requirements.

Provide customized financial advice and solutions to clients, helping them achieve financial goals through investment and banking products. Responsibilities include client interaction, risk management, and collaborating with internal services.

Provide clients with customized financial advice, triage leads, recommend brokerage and banking products, and meet financial goals. Requires licenses and knowledge in investment strategies.

As a Financial Advisor in the Merrill Advisor Development Program, you will develop client relationships, review financial goals, and recommend investment strategies while collaborating with advisory teams to grow your business.

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.

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.

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.