Bank of America Advisor Development Program

Make an impact as a Financial Advisor

The Advisor Development Program (ADP) is a dynamic program that incorporates expert coaching and training from our outstanding Academy, an onboarding, education and professional development organization. Program participants will benefit from direct interaction with clients and business leaders and will have access to opportunities that promote long-term success as Merrill Financial Advisors. ADP is modernizing the development of advisors through innovative business development strategies and the use of technology to help you meet clients wherever they are.

Why be a Financial Advisor

Financial Advisors are people who want to make an impact. And there’s no bigger impact than helping people meet their life goals, whether it be funding college, a new business or being able to retire on their own terms. Using our high-tech, high-touch investment and planning capabilities — you will be able to build long-lasting relationships with your clients.

How are advisors trained?

ADP training includes robust coursework taught by subject matter experts through dedicated learning time with our Academy program and high-tech immersive training. Participants will be in a class together, benefiting from a supportive team environment and dedicated leadership through the entirety of the experience.

A modern approach to prospecting

ADP participants have access to the latest technology for interacting with clients and prospects. You benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies. You learn how to serve your communities and networks as you share with clients and prospects our products and services.

Supporting you in your personal and professional lives

Our employees are the foundation of our success. That’s why Bank of America is committed to offering a variety of competitive programs and benefits that support your physical, emotional and financial wellness both at work and at home. These benefit programs are designed to meet your diverse needs at every stage of your life and help you plan for tomorrow. Inclusion is at the core of our work. Today, Bank of America has 355 employee network chapters, 230,000 memberships worldwide and seven diversity leadership councils supporting affinity groups.


Who are you?

Someone who is interested in a financial services career and is ready to get their FINRA registrations.


  • Work in a Bank of America financial center as a Merrill FSA and be a part of the team
  • Support clients with a focus on affluent clients
  • Obtain your required FINRA registrations
  • Learn the basics of and provide access to Bank of America banking, credit and lending solutions and Merrill investing solutions

Who are you?

An experienced financial services professional, who already has their Series 7 and 66 FINRA registrations.


  • Work in a Merrill Wealth Management branch
  • Provide access to products and capabilities across Bank of America banking and Merrill investing
  • Prepare to become a Merrill Financial Advisor (ADP FA)
  • For licensed professionals who may have limited experience providing advice

Who are you?

Someone who successfully completes the ADP MFSA phase and is ready to progress to the final phase of the program.


  • For licensed and experience Financial Advisors
  • Work in a Merrill Wealth Management branch
  • Demonstrate sustainable business development activities
  • Provide access to products and capabilities across Bank of America banking and Merrill investing

Developing the next generation of Financial advisors

ADP integrates Financial Advisor career opportunities from across the company into a single, coherent program. The program will enable new as well as experienced advisors to develop skills in servicing clients across wealth bands and to access the breadth of relationships across the Enterprise. Below are the paths participants can travel on their journey to success with Bank of America and Merrill.

What teammates are saying about ADP

"This program enables people from a wide range of backgrounds and experience levels to become successful advisors."

– ADP participant

"I love the ability to experience multiple lines of business, and I am learning how to serve my clients."

– ADP participant

"The resources and coaching provided have proved to be invaluable in my development."

– ADP participant

Discover opportunities within ADP: