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Provide financial advice and solutions to clients, helping them achieve financial goals through tailored investment strategies and referrals to services.

Responsible for advising clients on financial planning, recommending brokerage products, triaging requests, and building relationships while managing risks associated with investment strategies.

Provide comprehensive financial advice and customized solutions to clients, build financial plans, make referrals, and review investment goals.

The Financial Solutions Advisor provides tailored financial advice to clients, develops financial plans, recommends investments, and meets sales goals. Responsibilities include managing client relationships and collaborating with service providers.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, refer to internal partners, manage risk, and pursue new client referrals while completing required licenses and trainings.

The Business Manager supports a Financial Advisor team by managing business plans, tracking performance metrics, coordinating team efforts, and enhancing client service strategies within the Wealth Management sector.

The Merrill Financial Solutions Advisor will provide personalized financial advice to clients, develop relationships, and guide them toward achieving their financial goals. Responsibilities include managing client interactions, delivering presentations, and participating in marketing strategies to enhance client acquisition.

Provides client service and operational support to multiple Financial Advisors and their wealth management clients. Responsibilities include addressing service needs, preparing accurate client materials, following policies and risk controls, maintaining client relationships, promoting banking offerings, and supporting daily team activities. The role requires strong communication, organization, adaptability, client focus, and proficiency with Microsoft Office and Salesforce.

Lead feature delivery for Oracle-centric data pipelines and analytics platforms. Design, implement, and optimize PL/SQL packages, procedures, and ETL; automate jobs with Autosys and Unix shell scripting; perform data modeling, profiling, and performance tuning; mentor developers, support testing/UAT, and collaborate with stakeholders to ensure compliant, stable, high-quality database solutions.

Provides client service support to multiple Financial Advisors and serves as a primary contact for Merrill clients. Responsibilities include educating clients on banking and investment offerings, preparing accurate materials, responding to requests, following policies, managing risk, maintaining relationships, identifying referrals, and supporting daily team operations. The role requires strong communication, organization, adaptability, client focus, and proficiency with Microsoft Office and Salesforce.