Skip To Content
Opportunity awaits. Accelerate business growth at Merrill

Ready to take your advisory practice to the next level?

Join one of the industry’s largest and most prestigious financial institutions. At Merrill, you are supported by a collaborative and diverse team of dedicated professionals in a high-tech, high-touch environment focused on helping you take your practice to the next level.

 

Why Merrill?

Team up with an iconic brand that represents a 100+ year legacy of strength and industry leadership to clients across the globe.

 

bull icon

An iconic brand with a trusted reputation

 

 

 

consolidate icon

Access to Merrill's wealth management platform and Bank of America's banking and trust capabilities

 

invest icon

Robust solutions for ultra-high-net-worth clients, including alternative investments and sustainable and impact investing strategies

partnership icon

A client-focused and advisor-centric culture of collaboration

 

 

success icon

Access to highly supportive local, regional and national leadership committed to your growth

 

 

bank icon

Infrastructure that supports lead generation through Bank of America's global bank, trust division and strong market presence

 

award icon

BofA Global Research named one of the “Top Global Research Firm” by Institutional Investor1

 

digital access icon

Suite of state-of-the-art, user-friendly tools and resources designed to streamline your practice

 

checklist icon

A client-first planning process, powered by Merrill Personal Wealth Analysis®

 

team icon The ability to join an existing team with other established advisors and mentors, including resources to support your transition to the firm

 

Most advisors named to the Barron's "Top 100 Women Advisors" list (Published on June 16, 2023. Rankings based on data as of March 31, 2023.) for the 18th consecutive year (2006-2023).4

 

 

Hear from Merrill advisors on how our firm supports their growth

At Merrill, we invest in our advisors and offer opportunities for them to spend time with their peers and share ideas to grow together.

Hear why these top advisors joined Merrill and never looked back

These top advisors chose Merrill to take their practice to the next level. They wanted to achieve more – more for their clients; more for their careers; and more for their business.

 

“Diversity and inclusion and authenticity is really, really core to our business... But frankly, I'm also a better advisor because of it.”

 

— Chris Jay, Wealth Management Advisor

 

Diversity enriches our culture

We believe inclusion drives diversity; not the other way around. We continually invest in an engaged workforce, where all teammates feel included. Our Employee Network Chapters and Diversity Leadership Councils continue to grow and help positively shape our business:

  • 355 Employee Network Chapters3
  • 230,000 members worldwide3
  • 7 distinct Diversity Leadership Councils3

Merrill had the most advisors listed on Forbes "Top Next Generation Wealth Advisors" list (Published annually July-Sept. Rankings based on data as of March 31 of current year.) for the sixth consecutive year (2017-2022).2

Most advisors named to Forbes "Best-in-State Wealth Advisors" list (Published annually Jan-April. Rankings based on data as of June 30 of prior year.) for the fifth consecutive year (2018-2022).5

Loading...

Looking to begin your career as
a Financial Advisor?

Interested in exploring other roles
at Merrill or Bank of America?

1 Institutional Investor named BofA Global Research one of the Top Global Research Firms in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

 

2 Forbes Top Next Generation Wealth Advisors list, published annually July - September. Rankings based on data as of March 31 of current year. Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 

3 2021 Bank of America Annual Report.

 

4 2023 Barron’s “Top 100 Women Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents, among other data points. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

 

5 Data provided by Shook Research LLC. Forbes Best-in-State Wealth Advisors published annually January - April. Rankings based on data as of June 30 of prior year. Ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 

Alternative investments are intended for qualified investors only. Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity and your tolerance for risk. Alternative Investments are speculative and involve a high degree of risk.

 

Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

 

 

X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started