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Merrill Lynch Financial Planner Jobs (NOW HIRING)

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Merrill Lynch Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do merrill lynch financial planner jobs pay per year?

As of Sep 14, 2026, the average yearly pay for merrill lynch financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What does a Merrill Lynch Financial Planner do?

A Merrill Lynch Financial Planner helps clients create and manage personalized financial strategies to achieve their long-term goals, such as saving for retirement, funding education, or building wealth. They provide advice on investments, insurance, estate planning, and tax strategies while considering the client's unique financial situation. By leveraging Merrill Lynch's resources and research, they offer tailored solutions and ongoing support to help clients stay on track with their financial objectives.

What are the key skills and qualifications needed to thrive as a Merrill Lynch Financial Planner?

To thrive as a Merrill Lynch Financial Planner, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and relevant licenses such as FINRA Series 7 and 66. Familiarity with portfolio management software, financial planning tools, and CRM systems is essential for efficiently serving clients. Strong interpersonal skills, active listening, and trust-building abilities help you stand out in building lasting client relationships. These skills are crucial to provide tailored financial advice, ensure regulatory adherence, and foster client loyalty in a competitive financial services environment.

What are some typical challenges Merrill Lynch Financial Planners face when building and maintaining client relationships?

Merrill Lynch Financial Planners often encounter the challenge of building trust with new clients while managing expectations around investment performance and financial planning. They must balance proactive communication with clients, adapting to market fluctuations, and addressing unique client goals, which requires strong interpersonal and analytical skills. Additionally, planners need to stay updated on regulatory changes and new financial products, while maintaining compliance with industry standards. Developing a strong network within the firm and collaborating with other specialists also plays a key role in delivering comprehensive client solutions.

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

AspectMerrill Lynch Financial PlannerFinancial Advisor
CertificationsSeries 7, 66, CFP (preferred)Series 7, 66, CFP (preferred)
Work EnvironmentBanking and wealth management firmIndependent or firm-based financial services
Employer & IndustryMerrill Lynch, banking, wealth managementVarious financial firms, banks, independent

The Merrill Lynch Financial Planner specializes in providing comprehensive wealth management and financial planning services within Merrill Lynch's banking environment. A Financial Advisor is a broader term that includes professionals working across various firms and settings, often with similar certifications. While both roles require similar credentials and serve clients in wealth management, Merrill Lynch Financial Planners are specifically associated with Merrill Lynch's resources and client base.

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

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

Personal Financial Advisor - Remote

New York, NY • On-site

YO AI Labs
See more jobs at YO AI Labsexternal

Full-time

Retirement

Re-posted 21 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.