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Trainee Financial Solutions Advisors complete SIE, Series 7 and Series 66 licensing, learn consultative sales and wealth management, provide phone-based holistic financial advice, build and manage client relationships, align Merrill and Bank of America solutions, and progress through structured training toward a Merrill Financial Advisor role.

Provide independent risk oversight and advice for Enterprise Capital/Capital Risk, including capital calculations, forecasting, stress testing, monitoring, and challenge of front-line capital processes. Lead SEC/FINRA broker-dealer capital oversight, draft executive communications, support regulatory change, and ensure adherence to capital policy and risk management standards.

Provide financial advice and customized solutions to clients, triage leads, refer to internal partners, recommend investment and banking products, and complete required licensing and SAFE Act registration for residential mortgage origination.

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.

Support a Financial Advisor team by managing client relationships more than 50% of the time, assisting on investment strategy, account performance, product conversations, and client meetings. Coordinate with portfolio managers, product specialists, and senior team members to drive sales and service activities, implement the team's client service model, and may originate residential mortgage loans requiring SAFE Act registration.

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.

Provide client service support to Financial Advisors, act as primary client contact, ensure accurate timely client materials, promote banking offerings, support day-to-day team activities, and ensure compliance with bank policies to manage risk and operational excellence.

Provide day-to-day client service support for Financial Advisors, handle client inquiries, prepare accurate client materials, promote banking offerings, ensure compliance with policies, and support team operations 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.

Lead development of IAM standards, assessments, and roadmaps for cloud, SaaS, and AI environments. Evaluate and recommend IAM solutions, govern human and non-human identities, and partner with cloud, AI, engineering, risk, and compliance teams. Prepare executive analysis, represent IAM to senior stakeholders, and drive modernization and risk-reduction initiatives.