The Advisor Development Program is an entry level path that builds securities licensing credentials and advisory skills, with a clear progression toward a Merrill Financial Advisor role.
Role Details
- Location: San Diego, CA (onsite)
- Compensation: hourly wage USD 29 - 34
- Education: Bachelor's degree required
- Experience: Minimum 1 year
- Hours per week: 40
- Shift: 1st shift (United States of America)
Responsibilities
- Obtain Securities Industry licenses (SIE, Series 7, Series 66) with dedicated study time.
- Develop foundational advisory capabilities, including acquiring, building and managing client relationships and considering a client’s complex financial picture to guide them with advice and solutions.
- Begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client care.
- Progress through ADP milestones toward a Merrill Financial Advisor, building a portfolio of affluent and high net worth clients.
Requirements
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Exhibits a proactive mindset and strong time management
- Demonstrates a results‑driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and in crafting long‑term client strategies
Role Progression
As an Advisor Development Program Financial Solutions Advisor Stage I, the first objective is licensure with dedicated study for the SIE, Series 7 and Series 66. After licensure, the focus shifts to core advisory skills and beginning client engagement in a financial center, delivering Bank of America’s banking, investment solutions and client care. Upon achieving key milestones, you typically advance to the Merrill Financial Advisor Development Program - Financial Advisor (ADP FA) stage, transitioning to a local Merrill Wealth Management office and starting to build a portfolio of affluent and high net worth clients. Continued success in ADP FA aims toward becoming a core Merrill Financial Advisor, with ongoing support from the Academy through dedicated programs, tools and resources.
About Merrill Wealth Management
Merrill Wealth Management delivers comprehensive wealth management and investment products and services to individuals, companies and institutions. The practice emphasizes goals‑based wealth planning across retirement, education, and legacy considerations through tailored investment guidance. Financial Advisors and Wealth Management Client Associates collaborate closely with clients, combining Merrill insights with the banking convenience of Bank of America. The organization promotes an in‑office culture that supports collaboration, engagement and career development, with clear expectations and flexibility aligned to role requirements. Merrill values diverse backgrounds and experiences, encouraging professionals to bring their whole selves to work and leveraging a range of skills to serve clients effectively.
