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Merrill Lynch Financial Advisor Program Jobs (NOW HIRING)

Bank of America

Merrill Performance Coach

Carmel, NY · On-site

Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor ... The MPC will engage in research, content development, and program execution related to organization ...

Bank of America

Merrill Performance Coach

Alpharetta, GA · On-site

Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor ... The MPC will engage in research, content development, and program execution related to organization ...

Bank of America

Merrill Performance Coach

Boston, MA · On-site

Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor ... The MPC will engage in research, content development, and program execution related to organization ...

Bank of America

Merrill Performance Coach

Tucson, AZ · On-site

Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor ... The MPC will engage in research, content development, and program execution related to organization ...

Bank of America

Merrill Performance Coach

Paramus, NJ · On-site

Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor ... The MPC will engage in research, content development, and program execution related to organization ...

Bank of America

Merrill Performance Coach

Deer Park, TX · On-site

Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor ... The MPC will engage in research, content development, and program execution related to organization ...

Bank of America

Merrill Performance Coach

Charlotte, NC · On-site

Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor ... The MPC will engage in research, content development, and program execution related to organization ...

Bank of America

Merrill Performance Coach

Pennington, NJ · On-site

Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor ... The MPC will engage in research, content development, and program execution related to organization ...

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Merrill Lynch Financial Advisor Program information

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$38.5K

$67.2K

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How much do merrill lynch financial advisor program jobs pay per year?

As of Sep 13, 2026, the average yearly pay for merrill lynch financial advisor program in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 per year, depending on experience, location, and employer.

What is the Merrill Lynch Financial Advisor Program?

The Merrill Lynch Financial Advisor Program is a comprehensive training and development program designed to prepare individuals for a career as a financial advisor at Merrill Lynch. Participants receive hands-on experience, mentorship, and support while learning how to provide personalized financial advice to clients. The program covers topics such as investment strategies, wealth management, and client relationship building, with the goal of helping participants build a successful practice. Upon completion, graduates are equipped with the skills and resources needed to guide clients in achieving their financial goals.

What skills and qualifications are needed to thrive in the Merrill Lynch Financial Advisor Program?

To thrive in the Merrill Lynch Financial Advisor Program, candidates generally need a bachelor's degree, strong analytical abilities, and a foundational understanding of finance and investment principles. Familiarity with financial planning software, CRM platforms, and FINRA Series 7 and 66 (or 63 and 65) licenses are typically required. Excellent interpersonal skills, active listening, and resilience help advisors build trust and maintain long-term client relationships. These skills and qualifications are vital for delivering tailored financial guidance, meeting compliance standards, and achieving client and business growth goals.

What are the typical career advancement opportunities in the Merrill Lynch Financial Advisor Program?

Participants in the Merrill Lynch Financial Advisor Program can advance through several clear career paths, often starting as a Financial Advisor Trainee and progressing to roles such as Financial Advisor, Senior Financial Advisor, or even into management positions like Resident Director. Advancement is closely tied to performance, client development, and the ability to build and maintain strong client relationships. Additionally, successful advisors may specialize in niche areas such as wealth management or portfolio consulting and have access to ongoing professional development. The program emphasizes mentorship and collaboration, offering structured support for career growth within the firm.
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Merrill Lynch Financial Advisor Program jobs near you
Infographic showing various Merrill Lynch Financial Advisor Program job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 75% Full Time, 20% Part Time, and 3% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required)

Chandler, AZ • On-site

Bank of America
Finance and Insurance • 10K+ employees
Learn more about Bank of Americaexternal

Full-time

Re-posted 10 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 539 frontline employees who took The Breakroom Quiz

Job description

Job Description:

Position Description

Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment, savings and liability management solutions. FSAs demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The Merrill Edge Advisory Center (MEAC) is a consultative platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs. As a Financial Solutions Advisor (FSA), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and advice via a phone-based platform. The FSA will provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of our wealth management tools. Their responsibilities will also include further deepening relationships with our existing client base and partnering closely with internal team members when appropriate. The FSA may also be responsible for identifying prospective clients and welcoming new clients to the platform. This person will set clear client expectations to create a smooth transition and continuation of the Bank of America/Merrill Lynch relationship.

  • Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs
  • Adapt to client preferences using a conversational style
  • Understand and proactively identify leading indicators of client attrition and mitigate
  • Align Merrill Lynch products and services where appropriate
  • Consistently identify client opportunities and engage key partners as needed
  • Ability to grasp and apply complex technical material quickly
  • Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch

Required Qualifications:

  • Series 7 & 66 is required (or the equivalent 63 & 65)
  • Minimum of 1-2 years financial advisory or investment sales experience
  • Passion for excellence and willingness to work to exceed client expectations
  • Strong computer skills with an ability to multitask in a fast paced environment
  • 1-2 years relevant work experience
  • Bilingual Spanish Proficiency required
  • Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est.

Desired Qualifications:

  • Capable of effectively operating in a team oriented and highly collaborative environment
  • Successful experience and track record achieving sales goals
  • Extraordinary interpersonal skills, a strong team orientation and resiliency
  • Ability to effectively manage workload
  • Superior client service proficiency including excellent verbal, written, and listening skills
  • Financial services industry experience
  • Strong understanding and ability to communicate the suite of Merrill Lynch products and services
  • Bachelor's degree strongly preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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