# Merrill Advisor Development Program - Financial Advisor: Park 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: Park 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--Park-Ave-Market_26011371-2 Posted 29d ago. ## Role details ## Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for 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 trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and pursue their passion of becoming a Financial Advisor. ## Role Details **Role:** Merrill Advisor Development Program - Financial Advisor You will be responsible for working with high-net-worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing and prospective clients. You’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience and promote portfolio growth. ## The Merrill Advisor Development Program – Financial Advisor engages in: - Developing a book of business to meet and exceed established performance hurdles - Prioritizing sourcing of prospective clients, capitalizing on referrals, assessing customer needs, referring clients to internal specialists, and delivering highly customized solutions - Recommending investment products and services suitable for prospects based on objectives, resources, time horizon, risk profile, and preferences - Balancing investment growth, referral activities, client follow-up, prospect building, administrative compliance, and personal development - Organizing and managing resources (time, people, budget) to run a productive practice - Seeking the expertise of specialists to identify planning and investment strategies for clients - Completing mandated training, assessments, performance goals, and continuing education requirements ## We’ll help you - 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 by following a defined consultative approach to identify client needs and solutions - Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, 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 the capabilities of Merrill and Bank of America - Collect necessary client profile data, following standard KYC procedures to open accounts as appropriate - Serve as interim Financial Advisor, providing recommendations of investment products and services suitable for prospects and clients based on objectives, resources, time horizon, risk profile, and preferences, and servicing client accounts - Document all client interactions and opportunities within Salesforce accurately ## Required Qualifications - Currently holds Series 7 and 66 licenses (63 and 65 in lieu of 66) - Minimum of one year of experience in the financial services industry and/or a sales environment with proven goals attainment - Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services - Proven ability to engage with and influence others - Exceptional interpersonal and relationship-building skills - Effective communication skills (written and verbal); ability to quickly build trust and credibility - Proven ability to assess needs and recommend appropriate solutions - Proven ability to work collaboratively on a team and with key partners - Proven ability to listen and probe for clarity and understanding - Goal- and results-oriented - Entrepreneurial mindset with a 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 - Computer literacy, including 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 or 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 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. If your position requires SAFE Act registration, you will be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and maintain SAFE Act registration may result in termination. ## Shift 1st shift (United States of America) ## Hours Per Week 40 ## Pay Transparency details US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) ## Pay and Benefits Pay range: $80,000.00 - $90,000.00 annualized salary, with offers determined based on experience, education, and skill set. Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan. Incentives are earned based on performance against defined metrics and may be monthly, quarterly, and/or annual. ## Benefits This role is currently benefits eligible. We provide industry-leading benefits, paid time off, and resources to support employees to contribute to the growth of our business and communities we serve. ## 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/69c352730ddbd76a4505c4c9