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Merrill Lynch Financial Advisor Reviews

Updated 8 Jun 2023

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Found 1,234 of over 6K reviews
3.8
68% Recommend to a Friend
Merrill Lynch President & CEO of Bank of America Brian T. Moynihan
81% Approve of CEO

Found 1,236 of over 6K reviews

3.8
68%
Recommend to a Friend
81%
Approve of CEO
Merrill Lynch President & CEO of Bank of America Brian T. Moynihan
Brian T. Moynihan
511 Ratings
  1. 5.0
    Current Employee, more than 1 year

    Great place

    8 Jun 2023 - Merrill Financial Solutions Advisor in Boston, MA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    - Very friendly and helpful people from CAs to Senior Advisors - Intellectual capital of the firm in unrivalied for public equity coverage - Great internal career progression program, can get help from managed and decimated career advisor

    Cons

    - Position involves lots of cold calling - If you don't call, you won't graduate - Managements language on what's important shifts frequently

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  2. 3.0
    Former Employee, less than 1 year

    Lots of Opportunity but Little Practical Training

    3 Jun 2023 - Financial Advisor Trainee in Charlotte, NC
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Large company, generous trainee package, lots of opportunities. I felt I had a great deal of general support.

    Cons

    Little training in using the tools and how to's, constant compliance training modules, at times you felt like a number.

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  4. 4.0
    Current Employee, more than 3 years

    A lot of room for improvement. Comp is not everything.

    9 May 2023 - Merrill Financial Solutions Advisor in Vero Beach, FL
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great Comp, good work environment.

    Cons

    A lot of the leaders have no experience providing advice, they don't get the job nor have the mindset for the Job. Merrill does not see the business through the client's eye. Compliance is always looking to get you. Hard to do business.

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  5. 3.0
    Current Employee, more than 3 years

    Merrill lynch

    7 Jun 2023 - Financial Advisor in Pennington, NJ
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Good pay and relatively easy job

    Cons

    Not much growth once at this point

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  6. 5.0
    Former Employee

    COOL

    3 Jun 2023 - Financial Advisor in San Antonio, TX
    Recommend
    CEO Approval
    Business Outlook

    Pros

    MONEY IS HELPFUL AND MAKES US HAPPY

    Cons

    Acquire clients or start packing your desk.

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  7. 1.0
    Former Employee, more than 1 year

    Tough place to start

    8 Jun 2023 - Financial Advisor Trainee in Corpus Christi, TX
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Any experience can be a good experience

    Cons

    The vet advisors subscribe to the sink or swim philosophy.

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  8. 4.0
    Current Employee

    FSA

    2 Jun 2023 - FSA - Financial Solutions Advisor in Phoenix, AZ
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Hours Bonus Benefits Locations Growth

    Cons

    Management Sales Pressure Regulations Not Remote/Hybrid

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  9. 5.0
    Former Employee

    A good time

    31 May 2023 - Financial Advisor Development Program (FADP) in Houston, TX
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great learning opportunities and flexibility for other departments

    Cons

    A lot of politics and need to rely on others

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  10. 3.0
    Former Employee, more than 3 years

    Learned a lot about the industry

    23 May 2023 - Financial Advisor in Toronto, ON
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great learning opportunity. Gained experience that has helped me be successful

    Cons

    Tremendous pressure and work load. When they say you learn more outside of your comfort zone they were describing this.

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  11. 5.0
    Former Employee

    Great Corporate Culture

    16 May 2023 - Financial Advisor Development Program (FADP) in Wayzata, MN
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Merrill Lynch has a great culture that’s very inclusive and supportive.

    Cons

    Working from home during Covid was very difficult and managers didn’t always know how to manage employees remotely.

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