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Merrill Lynch Financial Advisor Program Jobs (NOW HIRING)

Bank of America

Merrill Performance Coach

Dallas, 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

Columbia, SC · 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

Cincinnati, OH · 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

Toms River, 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 ...

Proven IT

Printer Service Technician

Tinley Park, IL · On-site

$40K - $50K/yr

Additional offerings include an employee discount program, home and auto insurance services and ... Merrill Lynch financial advisors are available to assist employees at no cost, with their 401k and ...

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Merrill Lynch Financial Advisor Program information

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$38.5K

$67.2K

$112.5K

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

As of Sep 14, 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.

Personal Financial Advisor - Remote

Florida City, FL

YO AI Labs
See more jobs at YO AI Labsexternal

Full-time

Retirement

Re-posted 20 days ago

Job description

Job Title: Personal Financial Advisor (Private Wealth)

Job Type: Contractor - US ONLY

Location: Remote

Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Key Responsibilities:

  • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
  • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
  • Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
  • Communicate complex financial concepts in a client-centric, easily understandable way.
  • Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
  • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
  • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.

Required Skills and Qualifications:

  • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
  • Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
  • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
  • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
  • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
  • Exceptional judgment and decision-making capability in high-impact client scenarios.
  • CFP, CFA, or equivalent credential required.

Preferred Qualifications:

  • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
  • Exposure to AI-assisted financial planning tools or processes (helpful but not required).
  • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.

Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.