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Develop and grow a book of business by sourcing prospects, advising high-net-worth clients on investment strategies, delivering comprehensive financial recommendations, documenting client interactions in Salesforce, and meeting performance and compliance requirements while collaborating with Merrill teams and specialists.

The Private Client Advisor II is responsible for acquiring new clients, enhancing client relationships, and managing client interactions while ensuring service delivery and client retention. The role requires extensive financial services experience and aims at providing tailored financial solutions to high-net-worth clients.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, build financial plans with brokerage products, recommend banking and investment strategies, make referrals to internal partners, mitigate risk, identify new clients, and complete required licenses and trainings (including SAFE Act registration when applicable).

Provide client service support to Financial Advisors by managing client requests, delivering accurate client materials, promoting banking and investment offerings, ensuring compliance with policies, and supporting day-to-day team activities to deepen client relationships and operational excellence.

The Financial Solutions Advisor provides customized financial advice and solutions, manages client relationships, and recommends investment strategies to meet financial goals.

Provide comprehensive financial advice, customize solutions for clients, triage leads, build financial plans, and recommend brokerage products while adhering to regulatory requirements.

Originates and manages residential mortgage loans by sourcing clients, maintaining referral relationships, managing loan pipelines, advising clients on lending options, ensuring compliance with lending regulations and SAFE Act registration, and collaborating with loan fulfillment partners to deliver exceptional client experiences.

Produce financial models and publish company and sector research on emerging markets corporate credit. Maintain industry databases, engage issuers and investor clients, collaborate with trading and EM teams, and support conferences and thematic cross-asset research.

Provide client service support to Financial Advisors by addressing client needs, preparing accurate client materials, promoting banking and investment offerings, ensuring policy compliance, and supporting daily team operations to deepen client relationships and deliver exceptional service.

Lead design and delivery of complex data solutions for global markets risk. Create data models, dictionaries, pipelines and ETL, integrate/clean/transform data, document requirements, lead testing and triage, mentor engineers, and support strategic and regulatory projects (e.g., SRPL, FRTB) with stakeholders and DBAs.