Merrill Lynch

Financial Solutions Advisor - Registration Candidate - Tarpon Mall

Merrill Lynch

5 days ago
Tarpon Springs, FL
Onsite
Full Time
Trainee
0 applicants
Merrill Lynch
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About this role

Bank of America is looking for a Financial Solutions Advisor Stage I to join their team, where the role involves obtaining industry licenses, providing financial advice, and building client relationships. The position offers structured training, licensing support, and opportunities for career advancement within the bank.

Skills

Merrill Lynch

About Merrill Lynch

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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.

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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