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Originate and manage residential mortgage and HELOC loans for financial center clients, provide tailored lending and banking solutions, submit applications, collect documentation, maintain client communications, meet sales and compliance expectations, and partner with center leaders to coach associates and drive client relationship growth.

Originates residential mortgage and HELOC loans within a branch, advises clients on borrowing and banking solutions, manages mortgage applications and documentation, conducts outreach and pipeline follow-up, refers clients to internal partners, and partners with leadership to coach associates while balancing sales, risk and regulatory compliance.

Provide high-touch wealth advisory and client coverage for corporate executives, leading the Client Management Process to deepen relationships. Deliver integrated recommendations across banking, credit, asset management and wealth structuring, coordinate enterprise partners, promote digital capabilities, and advocate for clients as a trusted advisor. May require SAFE Act registration for residential mortgage origination.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer clients to internal partners based on needs and assets, meet to review goals, recommend products, mitigate risk, identify new clients, and complete required licenses and trainings (including SAFE Act registration for mortgage origination).

Trainee financial advisor role focused on obtaining SIE/Series 7/66 licenses, learning advisory skills, building client relationships, delivering Bank of America and Merrill investment solutions, collaborating with banking partners, and progressing from Stage I to Stage II while complying with SAFE Act registration requirements.

The Financial Advisor will engage with high-net worth clients to understand their needs, recommend investment products, and develop relationships, while building a book of business, collaborating with financial teams, and completing required training.

The Private Client Advisor II role focuses on acquiring and managing client relationships, driving business development, and providing tailored financial solutions. Key responsibilities include client management, leveraging resources for clients' wealth strategies, and leading a team in meeting client needs.

The role involves becoming a Financial Advisor by developing client relationships, managing investments, and recommending solutions based on clients' financial goals.

Merrill seeks experienced Financial Advisors to deliver comprehensive wealth management, maintain client relationships, and drive growth goals for clients.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, make referrals to internal partners, review client goals, recommend products, and complete required licenses and trainings. May originate residential mortgage loans and must comply with SAFE Act registration and background checks.