Teams at Bank of America

The Merrill Lending Solutions Advisor II drives adoption of lending solutions, manages credit activities, and engages with UHNW clients while ensuring risk management and profitability goals are met.

The Merrill Lending Solutions Advisor drives adoption of lending solutions among UHNW clients, manages credit activities, and oversees underwriting and risk analysis. They collaborate with advisors and clients, educate on lending capabilities, and contribute to strategy for product innovation in lending practices.

Serve as a specialist for advisor teams providing wealth planning for high and ultra-high net worth clients. Lead planning engagements end-to-end, analyze estate and financial data, develop integrated strategies (trusts, tax planning, cash flow, business transitions, philanthropy), support implementation with advisors, build referral networks, and stay current on tax and trust developments. Up to 10% travel.