Merrill financial advisors believe in a simple principle: Our success is driven by understanding what matters most to our clients and helping them live their best financial lives.
As a Merrill financial advisor, you’ll enjoy:
Enjoy working closely with clients and teammates to help clients pursue their goals.
Be an entrepreneur who builds and manages a business.
Make a meaningful difference in the lives of clients.
Receive a salary plus monthly incentive compensation and annual performance and retention awards.
Receive comprehensive benefits including medical, retirement and life management support.
Join a culture of achievement
If you’re an accomplished financial advisor or other professional, you can transfer your success into a new career with Merrill. Ask yourself these questions:
Be a part of a diverse, inclusive and community-oriented workplace
We all want to work for a company where we can bring our whole self to work, realize opportunities and grow as professionals and people. We believe in doing right by our clients, our communities and each other, which is why we fully support an inclusive workplace and community volunteering.
We start with a client’s personal goals
Your finances connect to all aspects of your life. Investment strategies are not just based on market activity, they’re driven by personal goals. By understanding what motivates our clients, we help them pursue what matters to them most, whether it’s related to home, family, finances, work, giving, leisure or health.
When clients succeed, we succeed
Focusing on clients is how we’ve become a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 14,000+ financial advisors and $2.3 trillion in client balances, Merrill is among the largest businesses of its kind in the world. Learn more about us.3
in client balances
Our best advisors started right where you are now
Find your financial advisor path with Merrill:
1Intended within a cultural context. Merrill financial advisors are employees of Merrill and must adhere to all firm policies with regard to their business activities. May not be a trait for all team financial advisor career paths.
3Source: Bank of America. Merrill represents multiple business areas within Bank of America's wealth and investment management division including Merrill (North America and International), and Private Wealth Management. As of March 31, 2019, Merrill entities had approximately $2.3 trillion in client balances. Client Balances consists of the following assets of clients held in their Merrill accounts: assets under management (AUM) of Merrill entities, client brokerage assets, assets in custody of Merrill entities, loan balances and deposits of Merrill clients held at Bank of America, N.A. and affiliated banks.
4Source: Barron's "Top 1,200 Financial Advisors" list, March 11, 2019. The ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s 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 of the advisor.
5Source: Bank of America was one of four companies that received the 2019 Catalyst Award, January 17, 2019. After a rigorous examination of candidates’ initiatives, Catalyst conducts intensive onsite evaluations at select organizations to establish its winners. Winning initiatives must show proven, measurable results that benefit women across a range of dimensions, among them race/ethnicity, sexual orientation, gender identity, religion, generation, nationality, disability, and Indigenous or Aboriginal peoples. To learn more, visit catalyst.org/solution/catalyst-award/.
6Source: Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2018 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 Merrill Lynch 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. For more information about this award, go to https://www.institutionalinvestor.com/research/8959/Overview. 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.
7Source: Barron's "Top 100 Women Financial Advisors" list, June 8, 2019. Advisors considered for the "Top 100 Women Financial Advisors" list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron's 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 of the advisor.
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