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
through practice activities, role plays, job shadowing, and virtual reality tools
Knowledgeable mentors with relevant experience
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.
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
Merrill, Consumer Investments
Financial Advisor Development Program
Private Client Advisor
Bank of America Private Bank