Merrill Lynch Financial Advisor Reviews
Updated 8 Jun 2023

Found 1,236 of over 6K reviews
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- Current Employee, more than 1 year★★★★★
Great place
8 Jun 2023 - Merrill Financial Solutions Advisor in Boston, MARecommendCEO ApprovalBusiness OutlookPros
- 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
Continue reading - Former Employee, less than 1 year★★★★★
Lots of Opportunity but Little Practical Training
3 Jun 2023 - Financial Advisor Trainee in Charlotte, NCRecommendCEO ApprovalBusiness OutlookPros
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.
Continue reading - 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, FLRecommendCEO ApprovalBusiness OutlookPros
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.
Continue reading - Current Employee, more than 3 years★★★★★
Pros
Good pay and relatively easy job
Cons
Not much growth once at this point
- Former Employee★★★★★
Pros
MONEY IS HELPFUL AND MAKES US HAPPY
Cons
Acquire clients or start packing your desk.
- Former Employee, more than 1 year★★★★★
Tough place to start
8 Jun 2023 - Financial Advisor Trainee in Corpus Christi, TXRecommendCEO ApprovalBusiness OutlookPros
Any experience can be a good experience
Cons
The vet advisors subscribe to the sink or swim philosophy.
- Current Employee★★★★★
FSA
2 Jun 2023 - FSA - Financial Solutions Advisor in Phoenix, AZRecommendCEO ApprovalBusiness OutlookPros
Hours Bonus Benefits Locations Growth
Cons
Management Sales Pressure Regulations Not Remote/Hybrid
- Former Employee★★★★★
A good time
31 May 2023 - Financial Advisor Development Program (FADP) in Houston, TXRecommendCEO ApprovalBusiness OutlookPros
Great learning opportunities and flexibility for other departments
Cons
A lot of politics and need to rely on others
- Former Employee, more than 3 years★★★★★
Learned a lot about the industry
23 May 2023 - Financial Advisor in Toronto, ONRecommendCEO ApprovalBusiness OutlookPros
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.
- Former Employee★★★★★
Great Corporate Culture
16 May 2023 - Financial Advisor Development Program (FADP) in Wayzata, MNRecommendCEO ApprovalBusiness OutlookPros
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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