Merrill Lynch

Financial Solutions Advisor Registration Candidate - Woodbine Financial Center - Bilingual Spanish Required

Merrill Lynch

10 days ago
Bergenfield, NJ
Onsite
Full Time
Junior
0 applicants
Merrill Lynch
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About this role

A Financial Solutions Advisor Stage I at Bank of America begins their career by obtaining necessary securities licenses and developing foundational skills in client relationship management, financial advising, and cross-solution collaborations. The role involves working with a diverse client base to understand their financial needs and provide appropriate guidance and solutions.

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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