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Bank of America:

Merrill Lending Solutions Advisor II

3 weeks ago• Houston, TX (+3 more)Seattle, WALos Angeles, CADallas, TX
Viewed on February 1, 2026
Apply on company site

About Us

Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

• Size: 10000+ employees
• Industry: Financial Services

View Company Profile:

Job Description:

The Merrill Lending Solutions Advisor is a client- and advisor-facing role focused on driving adoption of lending solutions across Merrill Wealth Management. Lending Solutions Advisor are embedded within the business to lead targeted business development efforts, primarily with Private Wealth Advisors and Merrill Financial Advisors with a concentrated focus on Ultra High Net Worth (UHNW) clients. They serve as the first point of contact for early-stage lending conversations and partner closely with GWIM Credit Advisors to deliver a seamless advisor and client experience, from opportunity identification through deal structuring and execution.

Job Description:

Responsible for directing and managing credit activities for a group of Private Wealth Management geographic markets including underwriting, risk analysis, approval, and monitoring credit quality for their area. Covers a credit and derivative portfolio that will generally be greater than $5Bn.; responsible for evaluating all credit exposure within the assigned region or territory; talent nurture and development is a key responsibility. Exercises significant joinder credit approval authority, approving and providing expertise on highly complex transactions within markets supported. Balancing risk management goals with the growth and profitability objectives of the groups supported.

Responsibilities:

• Drive growth by increasing advisor engagement and UHNW household penetration through education, opportunity identification, and early-stage client engagement

• Conduct book reviews and one-on-one advisor education sessions to uncover lending opportunities

• Lead initial client/prospect calls to discuss lending capabilities and gather financial information

• Pre-screen custom lending opportunities for alignment with GWIM lending guidelines and risk policy

• Prepare high-level deal memos and coordinate on potential opportunities with Credit Advisors

• Serve as advisor contact for key moments and escalations, as needed

• Present and participate in Division, Market, and office-level meetings, lending panels, roadshows, and client events

• Partner on deal structure, Required Qualifications:

• 12+ years of experience in wealth management, commercial lending, or credit advisory roles

• Strong interpersonal and communication skills, with ability to build trust and credibility with advisors and leadership

• Proven ability to educate and influence financial advisors on complex lending solutions

• Strong understanding of UHNW client needs and custom credit structuring

• Ability to manage multiple opportunities and deliver a high-quality advisor and client experience

• Familiarity with credit policy, risk management, and regulatory frameworks

• FINRA licenses: SIE, 7, 63 & 65 or 66, required

Desired Qualifications:

• Bachelor's degree preferred
• Experience structuring loans secured by commercial real estate, marketable securities, hedge funds, artwork, or other non-traditional collateral
• Skills in business development, relationship management, client engagement, and strategic thinking Skills Required: Skills:
• Business Development
• Client Management
• Loan Structuring
• Relationship Building
• Active Listening
• Credit Analysis
• Presentation Skills
• Collaboration
• Strategic Thinking
• Pipeline Management
• Problem Solving
• Sales Strategy

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By signing up, you agree to our Shift:
1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details:

• US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - WA - Seattle - 401 Union St
• Rainier Square (WA1510)

Pay and benefits information

Pay range

$175,000.00 - $247,500.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits:

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Client-provided location(s): Houston, TX, Seattle, WA, Los Angeles, CA, Dallas, TXJob ID: Bank OfAmerica-JR-26000371Employment Type: FULL_TIMEPosted: 2026-01-08T18:56:34Apply on company site

Perks and Benefits

Health and Wellness

• FSA
• HSA
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short-Term Disability
• Long-Term Disability
• Pet Insurance
• Mental Health Benefits

Parental Benefits

• Non-Birth Parent or Paternity Leave
• Birth Parent or Maternity Leave
• Adoption Assistance Program
• Adoption Leave
• Family Support Resources

Work Flexibility

Office Life and Perks

Vacation and Time Off

• Leave of Absence
• Personal/Sick Days
• Paid Holidays
• Paid Vacation
• Sabbatical
• Volunteer Time Off

Financial and Retirement

• 401(K) With Company Matching
• 401(K)
• Financial Counseling

Professional Development

• Tuition Reimbursement
• Internship Program
• Associate or Rotational Training Program
• Mentor Program
• Access to Online Courses

Diversity and Inclusion

Apply on company site

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