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The Private Client Advisor II is responsible for acquiring new clients, deepening relationships, and managing client processes to drive business development in private banking.

The Wealth Planner collaborates with Financial Advisor teams to provide financial planning solutions, analyze data, and identify investment opportunities for clients.

Provide financial advice and solutions (investments, banking, lending) via a contact center. Use consultative sales to build and manage client relationships, collaborate with Bank of America and Merrill partners, meet performance goals, complete regulatory due diligence, and participate in training and coaching with opportunities to advance.

Provide client service support to Financial Advisors by addressing client needs, preparing accurate client materials, promoting banking and investment offerings, ensuring compliance with policies, and supporting day-to-day team activities and coverage during absences.

Provide client service support to Financial Advisors, educate clients on banking and investment offerings, ensure timely and accurate client materials, follow policies to manage risk, deepen client relationships, promote banking integration, and support day-to-day team activities including coverage during absences.

Support a Financial Advisor team by managing and growing client relationships, participating in client meetings on investment strategy and account performance, coordinating with specialists, implementing the team service model, and performing administrative, compliance (SAFE Act) and research duties to resolve escalated client issues.

This role involves building client relationships, identifying financial needs, recommending investment products, and achieving business growth goals.

Manage and expand relationships with high-net-worth clients by advising on financial needs, driving inflows across credit, AUM and deposits, leading complex credit deals, coordinating client teams to deliver a branded experience, and building internal and external referral networks. May originate residential mortgages (SAFE Act requirements).

As a Financial Advisor in Merrill's Advisor Development Program, you'll develop client relationships, recommend investment solutions, and manage a book of business to meet financial goals.