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Merrill Lynch Financial Advisor Trainee Jobs (NOW HIRING)

National Black MBA Association

Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way ...

Ameriprise Financial

Financial Advisor Trainee

Greenwich, CT · On-site

$47K - $58K/yr

We are actively expanding through strategic practice acquisition and are looking for an entry-level, ambitious, and relationship-focused Financial Advisor Trainee to grow with us. We're offering more ...

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Merrill Lynch Financial Advisor Trainee information

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$31.5K

$48.4K

$69.5K

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

As of Sep 11, 2026, the average yearly pay for merrill lynch financial advisor trainee in the United States is $48,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $52,000.00 per year, depending on experience, location, and employer.

What is a Merrill Lynch Financial Advisor Trainee?

A Merrill Lynch Financial Advisor Trainee is an entry-level professional participating in a structured training program designed to prepare them for a career as a financial advisor. Trainees learn about investment products, wealth management strategies, regulatory requirements, and client relationship management. They receive mentorship, classroom instruction, and hands-on experience to build the skills needed to advise clients on financial planning, investments, and retirement. The goal is to help trainees pass required licensing exams and transition into fully licensed Merrill Lynch Financial Advisors.

What types of support and training can I expect as a Merrill Lynch Financial Advisor Trainee?

As a Merrill Lynch Financial Advisor Trainee, you will participate in a comprehensive training program that includes classroom instruction, online modules, and hands-on experience with guidance from experienced advisors. You'll receive mentorship, regular feedback, and access to a wide range of resources designed to help you build your client base and understand the financial products and services offered. The structured training is complemented by opportunities to collaborate with team members, attend networking events, and engage in continuous professional development, all of which are tailored to help you succeed and advance within the company.

What are the key skills and qualifications needed to thrive as a Merrill Lynch Financial Advisor Trainee, and why are they important?

To thrive as a Merrill Lynch Financial Advisor Trainee, you need a bachelor's degree, strong analytical abilities, and a solid understanding of financial markets and investment principles. Familiarity with financial planning software, CRM systems, and FINRA Series 7 and 66 licensing are typically required. Outstanding interpersonal skills, client-focused communication, and perseverance help you build trust and long-term relationships with clients. These skills and qualifications are crucial for providing sound financial advice, meeting regulatory requirements, and achieving business growth in a competitive environment.

What is the difference between Merrill Lynch Financial Advisor Trainee vs Financial Advisor?

AspectMerrill Lynch Financial Advisor TraineeFinancial Advisor
CredentialsTypically requires FINRA licenses (e.g., Series 7, 66), securities registration, and relevant FINRA examsSame licensing requirements; often holds Series 7, 66, or 63 licenses
Work EnvironmentTraining environment within Merrill Lynch, focusing on client service, sales, and investment strategiesClient-facing role managing portfolios, providing financial planning, and investment advice
Employer & Industry UsageEmployed by Merrill Lynch, part of the wealth management and financial services industryEmployed by financial firms or independent practices, within wealth management and financial planning sectors

The Merrill Lynch Financial Advisor Trainee is an entry-level position focused on training and development, often requiring similar licenses as experienced advisors. Once licensed and trained, individuals typically transition into a full Financial Advisor role, managing client portfolios and providing financial advice within the same industry.

What are popular job titles related to Merrill Lynch Financial Advisor Trainee jobs?

For Merrill Lynch Financial Advisor Trainee jobs, the most frequently searched job titles are:

Infographic showing various Merrill Lynch Financial Advisor Trainee job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Remote job distribution, with an average salary of $48,432 per year, or $23.3 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 8 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 537 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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