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Associate Financial Advisor Development Program (AFADP) - (Start date Summer 2020)

Charlotte, North Carolina;

Job Description:

Proposed start date will be Summer 2020.

Merrill Lynch provides a high-touch client experience through a network of approximately 15,000 client-facing financial advisors to our affluent clients with a personal wealth profile of at least $250,000 of investable assets. The Advisor Development role is a 12 month training program for our returning Merrill Lynch Wealth Management interns who wish to build a wealth management business and become a full-fledged Financial Advisor. It is a structured and disciplined program that demonstrates our on-going commitment to the growth and progress of our Merrill Lynch Financial Advisors. Advisor development program participants will have the opportunity to build upon their learnings from their intern experience by passing required FINRA registration exams, learning the client centric goals-based approach for client service, build business acumen to understand the vast opportunities to leverage with clients across Bank of America and Merrill Lynch, and complete a robust training curriculum with key milestones. Throughout the 12 month program, participants will have on the job application with work assignments, knowledge checks and assessments to determine progress.

The Associate Financial Advisor Development Program (AFADP) is a 12-month extended training opportunity designed for high potential, former interns who wish to build a wealth management practice and eventually become a full-fledged Merrill Lynch financial advisor. This structured and disciplined program demonstrates our on-going commitment to the growth and development of our emerging advisor workforce.

AFADP participants will have the opportunity to build upon their learnings from the internship through an additional year of experience, education and exposure. Upon joining the program, participants are expected to attend in-person orientation, pass the required FINRA registration exams (Series 7 & 66) and engage in comprehensive curriculum with key milestones focused on the following:
• Client Acquisition Framework
• Enterprise Capabilities
• MLWM Tools & Resources

Participants will be challenged through on-the-job training and application as well as routine knowledge checks to assess individual progress and aptitude, ongoing throughout the program.

Program Highlights:
• Offers a base salary for the full 12-month program duration
• Comprehensive curriculum aligned with business priorities and initiatives
• Role-based training & skill application with experienced advisors
• Access to a full array of products and solutions available to clients across the Enterprise
• Ongoing coaching and career guidance from local managers/ mentors
• Dedicated program manager support
• Strength and brand recognition of Merrill Lynch and Bank of America
• World class investment, sales, and business management training
• Cutting edge technology and industry leading investment platform

Required Qualifications:
• Completion of a Bachelor’s Degree
• Graduation date between Fall 2019 – Spring 2020
• Legal authorization to work in the US now and in the future without sponsorship

Preferred Qualifications:
• Participation in the 2019 Advisor Development Summer Analyst Program (ADP)
• Demonstrates leadership abilities
• Effective oral and written communication
• Adaptable to fast paced, changing environments
• Ability to think independently, and work collaboratively
• Strong performer during summer internship
• Recommendation & support from Intern Hiring Manager

Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
150 N COLLEGE ST, NC, Charlotte, 28255
Additional Locations:
11810 GRAND PARK AVE (MD9900), North Bethesda, Maryland, United States 39 E CHURCHVILLE RD (MD7039), Bel Air, Maryland, United States 3401 COLLEGE BLVD (KS3401), Leawood, Kansas, United States 5905 E GALBRAITH RD (OH4590), Cincinnati, Ohio, United States 3455 PEACHTREE RD NE (GA7024), Atlanta, Georgia, United States 1780 Hughes Landing Blvd (TX6570), The Woodlands, Texas, United States 65 E STATE ST, Columbus, Ohio, United States 2555 E CAMELBACK RD (AZ3912), Phoenix, Arizona, United States 510 E 96TH ST, Indianapolis, Indiana, United States 800 GREEN VALLEY RD (NC9800), Greensboro, North Carolina, United States 5000 VALLEYSTONE DR (NC9500), Cary, North Carolina, United States 921 WALNUT ST (CO9921), Boulder, Colorado, United States 400 CHESTERFIELD CTR (MO9400), Chesterfield, Missouri, United States 8235 FORSYTH BLVD, Clayton, Missouri, United States 6400 S FIDDLERS GREEN CIR, Greenwood Village, Colorado, United States 3211 SHANNON RD, Durham, North Carolina, United States 114 W 47TH ST (NY8114), New York, New York, United States 1 DEFOREST AVE, Summit, New Jersey, United States 1221 MCKINNEY ST, Houston, Texas, United States 50 W SAN FERNANDO ST (CA3805), San Jose, California, United States 1301 GERVAIS ST, Columbia, South Carolina, United States 2100 ROSS AVE (TX6210), Dallas, Texas, United States 200 CONCORD PLAZA DR (TX6200), San Antonio, Texas, United States 3333 WARRENVILLE RD (IL9333), Lisle, Illinois, United States 13135 DAIRY ASHFORD RD, Sugar Land, Texas, United States 145 S STATE COLLEGE BLVD, Brea, California, United States 370 17TH ST, Denver, Colorado, United States 111 CONGRESS AVE, Austin, Texas, United States 2021 SPRING RD (IL9202), Oak Brook, Illinois, United States 5065 WESTHEIMER RD, Houston, Texas, United States 33 W MONROE ST (IL9033), Chicago, Illinois, United States 10 N MARTINGALE RD (IL9010), Schaumburg, Illinois, United States 999 WATERSIDE DR (VA3999), Norfolk, Virginia, United States 800 E COLORADO BLVD (CA9810), Pasadena, California, United States 350 S GRAND AVE, Los Angeles, California, United States 701 Brickell Ave, Miami, Florida, United States 3507 KYOTO GARDENS DR (FL9867), Palm Beach Gardens, Florida, United States 11811 BERNARDO PLAZA CT, San Diego, California, United States 9560 WILSHIRE BLVD (CA9801), Beverly Hills, California, United States 5951 LA SENDITA BLDG A (CA0812), Rancho Santa Fe, California, United States 7825 FAY AVE (CA0808), La Jolla, California, United States 355 ALHAMBRA CIR, Coral Gables, Florida, United States 8075 LEESBURG PIKE, Vienna, Virginia, United States 1000 AVIARA PKWY (CA0801), Carlsbad, California, United States 1152 15TH ST NW (DC8152), Washington, District of Columbia, United States 249 ROYAL PALM WAY (FL9845), Palm Beach, Florida, United States 100 E Pratt St, Baltimore, Maryland, United States 333 N POINT CTR E, Alpharetta, Georgia, United States 333 MIDDLEFIELD RD (CA5811), Menlo Park, California, United States 450 E LAS OLAS BLVD, Fort Lauderdale, Florida, United States 555 California St (CA5705), San Francisco, California, United States 8840 SW 136TH ST, Miami, Florida, United States 200 S BISCAYNE BLVD (FL9830), Miami, Florida, United States 222 2nd Ave S (TN9120), Nashville, Tennessee, United States 300 S ORANGE AVE (FL9820), Orlando, Florida, United States 822 A1A N (FL9810) (inactive), Ponte Vedra, Florida, United States 200 Park Ave, New York, New York, United States 75 ROCKEFELLER PLZ (NY3075), New York, New York, United States 39001 W 12 MILE RD (MI9390), Farmington Hills, Michigan, United States 14636 N Scottsdale Rd, Scottsdale, Arizona, United States 13355 NOEL RD, Dallas, Texas, United States 50 N Laura St, Jacksonville, Florida, United States 4242 Six Forks Rd, Raleigh, North Carolina, United States 60 E SOUTH TEMPLE ST (UT9060), Salt Lake City, Utah, United States 301 COMMERCE ST (TX1301), Fort Worth, Texas, United States 315 LAKE ST E (MN9315), Wayzata, Minnesota, United States 25 BURLINGTON MALL RD (MA9025), Burlington, Massachusetts, United States 225 S 6TH ST (MN9225), Minneapolis, Minnesota, United States 1 CITIZENS PLZ (RI9001), Providence, Rhode Island, United States 2000 BROWNS LANE ACCESS RD (AR9200), Jonesboro, Arkansas, United States 1 FINANCIAL PLZ (RI1537), Providence, Rhode Island, United States 480 PILGRIM WAY (WI9480), Green Bay, Wisconsin, United States 560 LEXINGTON AVE (NY3560), New York, New York, United States 2600 BROWNS LAKE DR (WI9260), Burlington, Wisconsin, United States 101 WISCONSIN AVE, Madison, Wisconsin, United States 1325 FRANKLIN AVE, Garden City, New York, United States 1305 WALT WHITMAN RD (NY3305), Melville, New York, United States 1331 N CALIFORNIA BLVD (CA4813), Walnut Creek, California, United States 1111 BROADWAY (CA4806), Oakland, California, United States 100 FEDERAL ST (MA5100), Boston, Massachusetts, United States 39577 WOODWARD AVE, Bloomfield Hills, Michigan, United States 1215 4TH AVE, Seattle, Washington, United States 1010 NORTHERN BLVD, Great Neck, New York, United States 100 SOMERSET CORPORATE BLVD (NJ2807), Bridgewater, New Jersey, United States 157 Church ST, New Haven, Connecticut, United States 250 MONROE AVE NW, Grand Rapids, Michigan, United States 1200 HOWARD BLVD (NJ2653), Mount Laurel, New Jersey, United States 115 W CENTURY RD, Paramus, New Jersey, United States 520 NEWPORT CENTER DR (CA6814), Newport Beach, California, United States 1600 AMERICAN BLVD, Pennington, New Jersey, United States 100 Spectrum Center Dr (CA6813), Irvine, California, United States 3635 BELL BLVD, Bayside, New York, United States 1033 SKOKIE BLVD (IL3518), Northbrook, Illinois, United States 27450 YNEZ RD, Temecula, California, United States 1424 STATE ST (CA6808), Santa Barbara, California, United States 569 BROOKWOOD VLG (AL9568), Birmingham, Alabama, United States 225 LIBERTY ST (NY3002), New York, New York, United States 2600 W Big Beaver Rd, Troy, Michigan, United States 100 CAMPUS DR (NJ2100), Florham Park, New Jersey, United States 77 BROAD ST (NJ2077), Red Bank, New Jersey, United States 51 JOHN F KENNEDY PKWY, Short Hills, New Jersey, United States 6000 FAIRVIEW RD, Charlotte, North Carolina, United States 724 W LANCASTER AVE, Wayne, Pennsylvania, United States 7 ROSZEL RD (NJ2007), Princeton, New Jersey, United States 600 GRANT ST, Pittsburgh, Pennsylvania, United States 470 NORRISTOWN RD (PA9470), Blue Bell, Pennsylvania, United States 13850 BALLANTYNE CORPORATE PL, Charlotte, North Carolina, United States 900 ELM ST (NH9900), Manchester, New Hampshire, United States 5210 E WILLIAMS CIR, Tucson, Arizona, United States