The Merrill Financial Solutions Advisor is responsible for working with high-net worth clients to identify needs, develop relationships, and prepare tailored investment recommendations. The role involves leveraging technology to meet business growth goals and collaborating with Financial Advisor teams to enhance client services and investment strategies.

The Market Supervision Manager at Merrill Wealth Management will oversee compliance, administrative, and business functions, ensuring financial advisors adhere to regulations to minimize risks. Responsibilities include monitoring advisor activities, coaching advisors, and managing day-to-day business needs, all while working independently and keeping the Market Executive informed on significant matters.