# 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 2026-07-15; applications close 2026-09-13.

**Apply**: https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Merrill-Advisor-Development-Program---Financial-Advisor--5th-Ave-Market_26024436

Posted 7d 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 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 client needs. Merrill believes trust comes from transparency, and advisory teams are equipped with access to Merrill investment insights and the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with appropriate flexibility based on role-specific responsibilities and business needs.

Merrill empowers employees to bring their whole self to work and values unique perspectives. The Wealth Management team represents a range of skills and experiences across different backgrounds and careers. These journeys foster resilience, leadership, and innovation, strengthening the workforce and positively impacting the communities served.

## Advisor Development Program

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

## Role Specifics

As a 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 will collaborate with and be mentored by Merrill Financial Advisor Teams to build experience and support 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 prospective clients, leveraging referrals, assessing customer needs, referring customers to appropriate internal specialists, and executing 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, customer follow-up, prospect building, administrative compliance, and personal growth and development for both day-to-day and longer-term planning
  
- Organizing and managing resources (time, people, budget) to run a productive practice
  
- Seeking specialists’ expertise where appropriate 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
  
- Get training and one-on-one coaching from Bank of America’s Academy and local leadership
  
- Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions
  
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help achieve financial goals and life priorities
  
- Collaborate with core banking and investment partners by connecting clients to solutions provided through Bank of America and Merrill

## Responsibilities

  
- Handle inbound inquiries from leads regarding Merrill offerings
  
- Position the capabilities of Merrill and Bank of America
  
- Collect necessary client profile data and follow standard KYC procedures to open accounts as appropriate
  
- Serve as an interim Financial Advisor by recommending suitable investment products and services based on client/prospect objectives, resources, time horizon, risk profile, and preferences, and by servicing client accounts
  
- Accurately document all client interactions and opportunities in Salesforce

## Required Qualifications

  
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  
- Minimum of one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded
  
- 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), including the ability to quickly build trust and credibility
  
- Proven ability to assess needs and recommend appropriate solutions/interventions
  
- 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 mindset
  
- Entrepreneurial mindset with a proven ability to source clients through prospecting and networking
  
- Ability to work in an environment where the majority of compensation is tied to performance
  
- Strong follow-through skills
  
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel

## Desired Qualifications

  
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
  
- Learns and adapts to new technology or applications
  
- Ability to execute 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

## Compliance

This position is subject to SAFE Act registration requirements. Since this 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/or maintain SAFE Act registration may result in immediate termination.

## Shift and Location

**Shift:** 1st shift (United States of America)

**Location:** US - NY - NEW YORK - 75 ROCKEFELLER PLZ (NY3075)

**Hours Per Week:** 40

## Compensation and Benefits

**Pay Range:** $80,000.00 - $90,000.00 annualized salary (offers determined based on experience, education, and skill set).

**Incentive Plan:** This role is eligible to participate in a formulaic incentive plan. Incentives are earned based on performance against defined metrics and may be offered monthly, quarterly, and/or annually.

**Benefits:** This role is currently benefits eligible. Merrill provides industry-leading benefits, access to paid time off, and resources and support to help employees make an impact and contribute to sustainable business growth and the communities served.

## Applying to this role

This Merrill Advisor Development Program - Financial Advisor: 5th Ave Market role at Bank of America runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=bank-of-america&job=6a57e790ae4e96273c1b61ed)

## More open roles at Bank of America

- [Investment Banking Technology, Media & Telecom Analyst](https://www.jorb.ai/jobs/6a5f5f9c4fef76cc32e4e863.md) – London, posted 1d ago
- [Veterans Associate Program (VAP)](https://www.jorb.ai/jobs/6a557d1950d84868d6d15f4b.md) – New York, posted 9d ago
- [Officer, AML Onboarding Analyst](https://www.jorb.ai/jobs/6a4b99304b8237dff36ca024.md) – Singapore, posted 16d ago
- [Senior Banker - Harlem West Financial Center](https://www.jorb.ai/jobs/6a493d84f98d0b7e44544d27.md) – New York, posted 18d ago
- [Global Markets Chief Operating Office Summer Analyst Program - 2027](https://www.jorb.ai/jobs/6a44ca960953ee0f39d46bec.md) – New York, posted 21d ago

## Other open Private Wealth roles

- [2027 Off-Cycle Internship - Global Wealth Management, Solutions - HK](https://www.jorb.ai/jobs/6a46fd54ca5ca27ec273ddc1.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – Hong Kong, posted 19d ago
- [2027 Off-Cycle Internship - Global Wealth Management, CIO - SG](https://www.jorb.ai/jobs/6a46fd54ca5ca27ec273ddbb.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – Singapore, posted 19d ago
- [2027 Off-Cycle Internship - Global Wealth Management, CMO - SG](https://www.jorb.ai/jobs/6a46fd54ca5ca27ec273ddc0.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – Singapore, posted 19d ago
- [Client Service Executive, Hong Kong Team - Private Banking (1 year contract)](https://www.jorb.ai/jobs/6a5f28096a5490f91393b803.md) at [HSBC](https://www.jorb.ai/firms/hsbc.md) – Hong Kong, posted 1d ago
- [Financial Advisor Associate - West Babylon, NY](https://www.jorb.ai/jobs/6a4d942016e9e6f4233209d6.md) at [TD Bank](https://www.jorb.ai/firms/td-bank.md) – New York, posted 15d ago

---

Updated: 2026-07-22
Canonical: https://www.jorb.ai/jobs/6a57e790ae4e96273c1b61ed