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Provide prospects and self-directed investors with investment guidance, execute and confirm trade orders, resolve client issues, and deepen relationships by uncovering needs and referring to counterparts. Maintain product, policy, and market knowledge while delivering high client satisfaction via inbound/outbound phone interactions and digital support.

Provide inbound/outbound financial guidance to prospects and self-directed investors, educate on Merrill investment products and trading, execute and confirm trades, resolve client requests, assist with brokerage website navigation, and deepen client relationships while maintaining product, policy and market knowledge. May require SAFE Act registration for residential mortgage origination.

Manage corporate credit relationships for Technology, Media, Telecom & Gaming clients: underwrite, structure, negotiate and monitor loans; lead credit approvals and portfolio oversight; mentor junior staff; collaborate with relationship managers, risk, treasury and legal to grow loans while mitigating risk and ensuring regulatory compliance.

Financial Solutions Advisors guide clients through financial decisions related to inherited assets, managing client relationships and providing strategic financial advice to meet their goals.

Acquire and deepen high-net-worth client relationships, lead client management process, source new business, deliver integrated wealth, credit and banking solutions, coordinate internal specialists, encourage digital adoption, and ensure client retention and SAFE Act compliance when originating residential mortgage loans.

Design and implement production-grade backend services and platform APIs in Go. Build Kubernetes-native components (controllers, operators, CRDs, webhooks), integrate with CI/CD, observability, and security systems, and apply AI/agentic programming to automate platform workflows and improve developer productivity. Troubleshoot distributed systems and participate in architecture reviews.

Lead the design and implementation of DLP security measures in cloud environments, manage team activities, and ensure compliance with regulations.

The Private Client Advisor II is responsible for acquiring and retaining clients, providing tailored financial services, and leading client relationship management efforts.

As a Financial Solutions Advisor, you will obtain securities licenses, manage client relationships, and provide financial advice to meet client needs.

The Financial Solutions Advisor engages participants in financial goal discussions, provides personalized advice, and helps manage retirement savings and investments in a contact center setting.