# Merrill Advisor Development Program - Financial Advisor: 5th Ave Market [Bank of America](https://www.jorb.ai/firms/bank-of-america.md) · New York · United States · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) Bank of America is hiring a Merrill Advisor Development Program - Financial Advisor: 5th Ave Market in New York. Posted 2026-03-24; applications close 2026-05-23. **Apply**: https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Merrill-Advisor-Development-Program---Financial-Advisor--5th-Ave-Market_26011370 Posted 29d ago. ## Role details **Job Description:** Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes in goals-based wealth management, including retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team, committed to their needs. We believe trust comes from transparency. Our advisory teams have access to Merrill's investment insights combined with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific attendance requirements and flexibility based on role-specific considerations. We empower you to bring your whole self to work and value diversity in thoughts, business, employees, and clients. Our Wealth Management team represents diverse backgrounds, bringing unique perspectives to create a culture-driven, resilient, results-focused, and effective workplace. The Advisor Development Program is designed for individuals excited to transition careers and pursue their passion of becoming a Financial Advisor. ## Role Summary **Role:** Merrill Advisor Development Program – Financial Advisor You will work with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with the goals of both existing and prospective clients. You’ll collaborate with and be mentored by Merrill Financial Advisor Teams to build experience and promote portfolio growth. ## Key Responsibilities - Develop a book of business to meet and exceed established performance goals - Prioritize sourcing prospective clients, capitalize on referrals, assess client needs, refer to internal specialists, and deliver customized solutions - Recommend investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences - Balance investment growth, referrals, client follow-up, prospecting, administrative compliance, and personal development - Organize and manage resources (time, people, budget) to run a productive practice - Seek the expertise of specialists to identify planning and investment strategies for clients - Complete mandated training, assessments, performance goals, and continuing education requirements ## What We’ll Help You With - Build a successful career at Bank of America through world-class training and onboarding programs - Receive training and one-on-one coaching from the Academy at Bank of America and local leadership - Grow your business knowledge using a defined consultative approach to identify client needs and solutions - Provide end-to-end comprehensive advice, conduct client reviews/presentations, and recommend strategies to achieve financial goals and life priorities - Collaborate with core banking and investment partners to meet clients’ financial needs ## Responsibilities - Handle inbound inquiries from leads regarding Merrill offerings - Position Merrill and Bank of America’s extensive capabilities - Collect necessary client profile data and follow standard KYC procedures to open accounts as appropriate - Serve as interim Financial Advisor, recommending suitable investment products and services and servicing client accounts - Document all client interactions and opportunities within Salesforce accurately ## Required Qualifications - Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66) - Minimum of one year of experience in the financial services industry and/or a sales environment with documented results - Minimum of one year of experience in the investments industry, including investment training and knowledge of investment products and services - Proven ability to engage with and influence others - Exceptional interpersonal and relationship-building skills - Strong written and verbal communication, with the ability to quickly build trust and credibility - Ability to assess needs and recommend appropriate solutions - Ability to collaborate with a team and key partners - Active listening and probing skills to gain clarity and understanding - Goal-oriented and results-driven - Entrepreneurial mindset with proven ability to source clients through prospecting and networking - Ability to work in an environment where compensation is largely performance-based - Strong follow-through skills - Proficiency in Microsoft Word, PowerPoint, and Excel ## Desired Qualifications - Bachelor’s degree and/or at least one year of financial services industry or sales experience - Ability to learn and adapt to new technology and applications - Ability to manage multiple tasks simultaneously ## Skills - Business Acumen - Business Development - Oral Communications - Prospecting - Wealth Planning - Analytical Thinking - Client Experience Branding - Client Investments Management - Portfolio Analysis - Risk Management - Active Listening - Client Solutions Advisory - Emotional Intelligence - Referral Management - Trading ## Regulatory Note This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and undergo the SAFE Act background check and registration process. Failure to obtain or maintain SAFE Act registration may result in termination. ## Shift & Hours **Shift:** 1st shift (United States) **Hours Per Week:** 40 ## Location US - NY - NEW YORK - 75 ROCKEFELLER PLAZA (NY3075) ## Pay Transparency & Benefits **Pay Range:** $80,000.00 – $90,000.00 annualized salary, with offers determined based on experience, education, and skill set. **Incentives:** Formulaic incentive eligible. Eligible for incentives under the specific line of business incentive plan provisions. Formulaic plans may include monthly, quarterly, or annual opportunities. Incentives are earned based on performance against defined metrics. **Benefits:** Role is currently benefits eligible. We offer industry-leading benefits, paid time off, resources, and support to help employees contribute to sustainable growth for the business and communities served. ## More open roles at Bank of America - [Corporate Audit Career Transition Apprentice 2026 - Chester](https://www.jorb.ai/jobs/69ccc1d0404094739fed37f3.md) — United Kingdom, posted 21d ago - [Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Midtown Manhattan](https://www.jorb.ai/jobs/69e68ae7fb44d8edb31e4e98.md) — New York, posted 2d ago - [Corporate Banking Analyst (Subsidiaries) Japanese/Korean language skills](https://www.jorb.ai/jobs/69e0f5e8d5a3f51553b382a2.md) — New York, posted 6d ago - [Corporate Access Associate - Global Research](https://www.jorb.ai/jobs/69de6c92763a76056f7410c1.md) — New York, posted 8d ago - [Credit Analyst II/General Industries - Global Corporate & Investment Banking](https://www.jorb.ai/jobs/69dea34c1a6469bdbbaf70dc.md) — New York, posted 8d ago --- Updated: 2026-04-22 Canonical: https://www.jorb.ai/jobs/69c352730ddbd76a4505c4c8