Merrill financial advisors believe in a simple principle: When we do our best for our clients, our community and each other, new clients and enhanced revenues can follow.
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.
Serve clients using a goals-based approach
Gone are the days of numerous proprietary products, mutual funds and incentives. Today we offer a dynamic investment platform. Clients also have access to banking, lending, trust and estate services through Bank of America. All of this allows you to help clients pursue what’s meaningful to them.
When clients succeed, we succeed
Clients can receive tremendous flexibility through a choice of financial strategies from Merrill, and access to a range of banking, borrowing, estate and trust products and services from Bank of America.
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: The Forbes “Top Next-Gen Wealth Advisors” list, July 22, 2020. Data provided by SHOOK™ Research, LLC. Data as of March 31, 2020. SHOOK considered advisors born in 1981 or later with a minimum of four 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. The ranking algorithm is based on qualitative measures: telephone and in-person interviews, 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 SHOOK Research, LLC, and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes 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. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.
4Institutional Investor “Top Global Research Firm” list, Nov. 13, 2019. Institutional Investor magazine announced BofA Merrill Lynch Global Research (now known as Bofa Global Research) as the Top Global Research Firm in 2019 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. For more information about this award, go to details-he.re/OUtJ90. 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.
5The Barron’s “Top 1,200 Financial Advisors” list, March 13, 2020. The Barron’s “Top 1,200 Financial Advisors” 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. 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
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