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Provide personalized financial advice to business and small-business clients, acquire and deepen client relationships, recommend banking and borrowing solutions, manage outreach and pipelines, make referrals, and coach financial center associates to deliver exceptional client experiences.

Provide personalized banking and lending advice to business and consumer clients, acquire and deepen relationships, analyze financial needs, recommend products, manage outreach and pipeline, refer complex requests, and coach financial center associates to deliver strong client experiences while balancing sales and risk.

Advise and guide business and financial center clients across borrowing and banking products, acquire and deepen client relationships, present customized solutions, manage outreach and pipeline, make client decisions and referrals, and coach financial center associates to deliver exceptional client experiences.

Provide personalized banking and borrowing advice to business clients, acquire and deepen relationships, recommend solutions, manage pipelines and outreach, refer complex needs internally, and coach financial center associates to deliver exceptional client experiences.

Provide personalized banking and borrowing advice to clients, acquire and deepen client relationships, recommend customized financial solutions, manage outreach and pipeline activities, make referral decisions, and coach financial center associates to deliver an exceptional client experience.

Provide personalized financial advice and solutions, triage client leads, make referrals, recommend investment and banking products, build client relationships, complete required licenses and trainings, and comply with SAFE Act registration when originating residential mortgages.

Provide client service support to Financial Advisors by educating clients on banking and investment offerings, ensuring accurate and timely client materials, following up on requests, and maintaining compliance. Deepen client relationships, promote banking integration, and support day-to-day team activities and coverage needs with a client-first mindset.

Manage a book of high-net-worth, self-directed clients as primary contact for complex trading and servicing needs. Drive asset growth and product penetration, execute advanced trading strategies (options, fixed income, margin), ensure flawless execution, collaborate across enterprise business lines, and meet performance goals while maintaining SAFE Act registration and required securities licenses.

Provide client service support to Financial Advisors by addressing client needs, preparing accurate client materials, ensuring policy compliance, promoting banking and investment offerings, and supporting day-to-day team activities to deepen client relationships and drive operational excellence.

Develop and grow a book of high-net-worth clients by identifying needs, recommending suitable investment products, delivering comprehensive financial advice, and meeting performance targets. Work collaboratively with Merrill teams, complete required training and compliance (SAFE Act), document interactions in Salesforce, and pursue prospecting, relationship-building, and portfolio growth activities.