Merrill Careers: Become a Financial Advisor with Merrill (2024)

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.

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:

  • 360+ Employee Network Chapters3
  • 110,000+ employees involved in Employee Networks3
  • 10 distinct Diversity Leadership Councils3

Recognized more than any other firm, Merrill had 383 advisors named to the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list (Published on August 8, 2023. Rankings based on data as of March 31, 2023.)2

Recognized more than any other firm, we are proud of the 1,820 advisors named to Forbes 2023 "America's Top Wealth Advisors Best-in-State" list. (Published on April 4, 2023. Rankings based on data as of June 30, 2022.)5

1Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 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. Learn more about the methodology at Institutional Investor. 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 endorsem*nt.

2Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

3 2023 Bank of America Annual Report.

42023 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.

52023 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at SHOOK Research website. 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 circ*mstances 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.

Merrill Careers: Become a Financial Advisor with Merrill (2024)
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