Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): York, PA
Merrill Lynch
About this role
Merrill Wealth Management is seeking Financial Solutions Advisors to provide comprehensive wealth management advice through a phone-based role. The position involves obtaining securities licenses, developing client relationships, and guiding clients with tailored financial solutions, with ample training and professional growth opportunities.
Skills
Qualifications
About Merrill Lynch
ml.comMerrill Lynch is the wealth management arm of Bank of America, providing financial advisory and investment services to individuals, families, and institutions. It delivers personalized planning and portfolio management — including retirement, trust, estate, and brokerage solutions — supported by in-house research, digital tools, and broad institutional resources. Clients work with Merrill financial advisors to pursue long-term goals across every stage of life and career. The firm emphasizes an integrated offering that combines advisory expertise with Bank of America’s banking and custody capabilities.
Recent company news
Morristown MinuteEast Orange Man Indicted for $3.4M Medicaid Fraud Scheme Using Sister’s Counseling Business
Sep 24, 2025
New Jersey 101.5Deceased sister's company exploited in New Jersey fraud scandal, officials say
Sep 23, 2025
NJ.comN.J. man took over dead sister’s counseling office and stole $3.4M from Medicaid, prosecutors say
Sep 23, 2025
TAPintoEast Orange Man Charged with Submitting Tens of Thousands of False Claims to Medicaid, Stealing More than $3 Million
Sep 26, 2025
University of Louisiana at LafayetteHow Wendy Lopez '80 grew her one-woman engineering firm into a 200-employee operation
Nov 8, 2022
About Merrill Lynch
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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