Financial Planning and Analysis

• Manage financial analysis and reporting
• Perform a major role in financial analytics and/or financial statement preparation
• Review technical financial areas
• Review, analyze, and ensure the accuracy of financial and statistical reports for management presentation
• Manage staffing activities including recruitment, hiring, performance evaluation, and compensation determination
• Conduct special financial studies and projections
• Develop recommendations for financial decision-making
• Design, develop, and modify financial models using appropriate databases
• Manage assigned special projects, including research, forecasting, and evaluation of viable alternatives
• Present proactive ideas to create operational efficiencies
• Perform other duties as assigned

Finance Manager

• Work with affluent and high-net-worth clients in a Merrill branch
• Identify client needs and develop relationships
• Review investment goals and prepare aligned investment recommendations
• Provide tailored and personalized advice through client reviews and presentations
• Partner with management to assess financial goals and recommend investment advisory strategies
• Understand and connect clients to Banking, Investment, and Life Priority solutions
• Shadow Financial Advisor teams and share relevant market developments and new products
• Leverage technology and available resources to optimize customer experience and operational accuracy
• Participate in ongoing training to develop a book of business and meet financial targets
• Build relationships with internal service providers based on client needs and asset thresholds
• Manage risk across business, product, and service transactions
• Develop relationship-management skills for an Elite Growth Practice
• Build a network and sustainable book of business
• Progress through the Advisor Development Program toward becoming an independent financial advisor

Financial Solutions Advisor – Partially Licensed

• Work with affluent and high-net-worth clients in a Merrill branch
• Identify client needs and develop relationships
• Review investment goals and prepare aligned investment recommendations
• Leverage technology to achieve business growth goals
• Profile clients to determine investor profiles and financial resource objectives
• Build a sustainable book of business
• Provide opportunities for advisors to pursue a career within the bank
• Provide tailored and personalized advice through client reviews and presentations
• Partner with management to assess financial goals and recommend investment advisory strategies
• Understand and connect clients with suitable Banking, Investment, and Life Priority solutions
• Shadow Financial Advisor teams and share relevant market developments and new products
• Leverage resources and technologies to optimize customer experience and operational accuracy
• Participate in ongoing training to develop a book of business and meet financial targets
• Build relationships with internal service providers based on client needs and asset thresholds
• Proactively manage risk across business, product, and service transactions
• Develop relationship-management skills for progression into an Elite Growth Practice
• Market yourself, manage your practice, build a network, and pursue progression as an advisor
• Deliver client reviews and presentations and recommend investment advisory strategies
• Lead client and conference seminars as opportunities arise