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Supports the Regional Managing Director by executing business strategy, leading private wealth advisors, and driving UHNW client growth. Recruits, coaches, and retains talent; improves advisor productivity and client experience; builds cross-business relationships; oversees regulatory supervision for licensed advisors; manages risk; and represents the firm in market development, recruiting, and client events. Requires extensive wealth management leadership, advanced securities licensing, and travel up to 50%.

The role involves acquiring new clients, managing relationships, and ensuring client retention while delivering a branded client experience in private banking services.

Provide comprehensive financial advice and customized solutions to clients, build financial plans, make referrals, and review investment goals.

Trainee financial advisor role that provides structured licensing (SIE, Series 7, Series 66) and coaching. Responsibilities include building client relationships, assessing needs, recommending Bank of America and Merrill solutions, collaborating with partners, delivering client presentations, and progressing through staged career development. SAFE Act registration and background checks required.

As a Financial Advisor in the Merrill Advisor Development Program, you will develop client relationships, review financial goals, and recommend investment strategies while collaborating with advisory teams to grow your business.

Responsible for expanding client relationships, advising on financial needs, and managing complex credit opportunities for high-net-worth clients.

Acquire and deepen relationships with high-net-worth clients, lead client management and business development, deliver holistic Private Bank solutions (wealth structuring, credit, banking, asset management), promote digital adoption, ensure client retention, collaborate with internal partners, and comply with SAFE Act requirements when originating residential mortgage loans.

Serve as primary planning lead for senior executives in a corporate-sponsored wealth program. Provide holistic wealth, tax, estate, retirement, and executive compensation planning; coordinate specialists across investment, credit, banking, and trust; build trusted executive relationships; educate clients; and ensure compliant, personalized solutions to maximize value of company-sponsored compensation and benefits.