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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.

Originates residential mortgage loans and advises clients on home lending, HELOCs and other bank products. Manages pipeline, submits applications, gathers documentation, coordinates with internal partners, and ensures regulatory compliance including SAFE Act registration.

Provide day-to-day client service support for one or more Financial Advisors, handle client requests, prepare accurate client materials, promote bank and investment offerings, ensure compliance with policies, deepen client relationships, and cover team needs during absences to support operational excellence.

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

Provide client service support to Financial Advisors by addressing client needs, preparing accurate materials, ensuring policy compliance, deepening client relationships, and supporting day-to-day team activities to promote operational excellence and client advocacy.

As a Financial Solutions Advisor Stage I, you'll obtain required licenses and develop skills in client relationship management and financial advising. You'll work towards delivering comprehensive financial solutions and advance to higher positions within the company.

Provide holistic financial advice and customized investment/banking solutions. Triage client leads, build financial plans, recommend brokerage products, make referrals to internal partners, identify new clients, coach referral partners, and follow regulatory and SAFE Act requirements where applicable.

The Merrill Advisor Development Program trains individuals to become Financial Advisors by developing client relationships, recommending investment strategies, and achieving performance goals.

Lead design and delivery of enterprise-grade modern database platforms (MongoDB, Redis, graph DBs). Define architectures, automation, IaC, API-driven self-service, HA/DR, performance/sharding strategies, and integrate platforms with cloud, compute, storage, network, security, and observability. Mentor teams, produce reference models/playbooks, and drive platform adoption and continuous improvement.

As a Financial Solutions Advisor, you will obtain necessary licenses, build client relationships, and provide financial solutions while ensuring compliance with regulatory requirements.