Few things impact people’s lives as much as their finances. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill Lynch.
We’re looking for the next generation of financial advisors those with a passion for people and drive to build a business that makes their financial lives better.
Going beyond portfolios and investment strategies, you’ll consider a client’s entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives.
The Advisor Development Program will help you get the necessary training and guidance along a defined path to become the financial advisor you want to be.
From marketing yourself to managing a practice, we’ll equip you with everything you need as you move through the stages of development.
The Financial Advisor Stage I role is the first step. At this stage, you’ll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms, and tools you need to serve clients.
We’ll help you
Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Consumer Academy to develop as an advisor.
Grow your network to eventually grow your business . Leverage our relationships with one out of two households in the U.
S. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.
Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.
Provide end-to-end comprehensive advice . Deliver client reviews / presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve their goals.
Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.
Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days a requirement for the role.
As an advisor, you can look forward to
Unlimited potential for financial growth
A strong referral base from across the business that will give you a leg-up on client acquisition
Robust marketing support to reach wider audiences with greater appeal
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
Leadership opportunities, from leading client and conference seminars to mentoring junior associates
You’re a person that
Sets and accomplishes goals, achieving whatever you put your mind to
Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients
Communicates clear and confidently with customers from all walks of life
Works well with others and collaborates productively to get things done
Can manage complexity, prioritize tasks and execute in a fast-paced environment
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
Efficiently manages your time and capacity
Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients
You’ll be prepared if you have
Strong computer skills with an ability to multitask in a demanding environment
A bachelor’s degree, or 1-2 years experience working in the financial service industry and / or a sales environment where goals were met or exceeded
We’re a culture that
Has a place for everyone committed to the work. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
Believes in responsible growth and has a proven dedication to supporting the communities we serve