State of the art curriculum with tailored courses

Dedicated paid time while studying for securities licensing exams for applicable roles

Personalized coaching with a dedicated Academy Manager

Active learning
through practice activities, role plays, job shadowing, and virtual reality tools

Knowledgeable mentors with relevant experience

Learn more about advisor career paths

Because we know that a career as an advisor starts with a strong foundation, we designed the advisor development career path to help you build that foundation, develop your skills and grow your career. There are many ways to become an advisor with Bank of America and Merrill, and we will work to help you progress towards your specific career goals.

Advisor roles

An advisor at Merrill and  Bank of America Private Bank considers the client's life, goals, and financial picture, then guides them with advice and solutions to help them live their best financial lives.
 

Financial Solutions Advisor
(FSA)
Merrill, Consumer Investments

  • Help clients with their life priorities, focusing on banking and investment needs

  • Work in a Bank of America Financial Center (FC), Contact Center (CC), or Merrill office

Candidate Profile:

  • Industry experience
  • Unlicensed or licensed
  • Strong interpersonal and client service skills

Explore open FSA positions

Financial Advisor Development Program
(FADP)
Merrill

  • Build a wealth management practice

  • Help clients plan for and achieve their unique financial goals, providing them with advice and service, including investment management and access to banking, credit, and lending

  • Work in a Merrill office

Candidate Profile:

  • Industry experience
  • Unlicensed or licensed
  • Strong interpersonal skills and entreprenuerial drive

Explore open FADP positions

 

Private Client Advisor
(PCA)
Bank of America Private Bank

  • Build a private wealth management practice

  • Help clients protect their wealth for generations to come, providing them with complete investment and wealth management solutions through highly personalized team-based service

  • Work in a Private Bank office

Candidate Profile:

  • Industry experience
  • Licensed
  • Strong interpersonal skills and entreprenuerial drive

Explore open PCA positions

Perspectives

video
Role preview Financial Solutions Advisor
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Role preview Financial Advisor Development Program