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Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC at Merrill Lynch - ApplyBlast

Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC

Merrill Lynch

9 months ago

3.9 on Glassdoor

Winston-Salem, NC

Onsite

Full Time

Trainee

0 applicants

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About this role

Merrill Wealth Management is a prominent provider of wealth management and investment services, focusing on client relationships and comprehensive financial planning. The role involves starting with obtaining securities licenses, developing foundational advisory skills, and progressing within the company's wealth management advisory program.

Skills

Qualifications

Bachelor’s Degree

About Merrill Lynch

ml.com

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1914

View Profile

Merrill 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.