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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.

The Credit Officer manages renewable energy and infrastructure project finance portfolios, ensuring compliance, conducting credit analyses, and monitoring performance.

The role involves providing financial advice, building financial plans, making product recommendations, and engaging with clients to achieve financial goals while ensuring regulatory compliance.

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.

Trainee role to obtain SIE, Series 7 and Series 66 licenses, then serve as a phone-based Financial Solutions Advisor providing holistic investment and banking guidance. Responsibilities include building client relationships, identifying financial needs, recommending Merrill and Bank of America solutions, and adhering to regulatory and SAFE Act requirements.

Provide phone-based service for Merrill clients, identify client needs, refer sales opportunities to specialists, manage self-directed accounts, support trading and product inquiries, and pursue FINRA licensing (SIE, Series 7, Series 66) as part of a career in financial services.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, refer clients to internal partners, build financial plans using brokerage products, recommend strategies aligned with client goals, mitigate risk, and identify new clients. Complete required licenses and SAFE Act registration and participate in ongoing training.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, build financial plans, recommend brokerage products, make referrals to internal partners, manage risk and regulatory requirements (including SAFE Act), and identify and engage potential clients.

Trainee Financial Solutions Advisor who will obtain SIE/Series 7/66 licenses, complete training, build and manage client relationships, recommend banking and investment solutions, collaborate with partners, and comply with SAFE Act registration for mortgage originations.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer to internal partners, meet with clients to review goals, recommend products, and complete required licensing and trainings. May originate residential mortgages and must comply with SAFE Act registration and background checks.