Ready to take your advisory practice to the next level?
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.
 | An iconic brand with a trusted reputation
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 | Access to Merrill's wealth management platform and Bank of America's banking and trust capabilities
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 | Robust solutions for ultra-high-net-worth clients, including alternative investments and sustainable and impact investing strategies |
 | A client-focused and advisor-centric culture of collaboration
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 | Access to highly supportive local, regional and national leadership committed to your growth
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 | Infrastructure that supports lead generation through Bank of America's global bank, trust division and strong market presence
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 | BofA Global Research named one of the “Top Global Research Firm” by Institutional Investor1
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 | Suite of state-of-the-art, user-friendly tools and resources designed to streamline your practice
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 | A client-first planning process, powered by Merrill exclusive planning technology and powerful analytics to visualize your finances. |
 | The ability to join an existing team with other established advisors and mentors, including resources to support your transition to the firm |
Merrill had the most advisors named to the Barron's "Top 100 Women Advisors" list (Published on June 16, 2023. Rankings based on data as of March 31, 2023.) for the 18th consecutive year (2006-2023).4
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:
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
Interested in exploring other roles
at Merrill or Bank of America?
1 Institutional 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 endorsement.
2 Forbes “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.
4 2023 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.
5 2023 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 circumstances 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.
