Merrill

A modern approach to becoming an advisor

 The Bank of America Advisor Development Program is ideal
for those who are passionate about a career as a Merrill Financial Advisor
and are driven to make clients’ financial lives better

The Advisor Development Program A modern approach to prospecting

The new Advisor Development Program (ADP) is not just a training ADP participants will have access to the latest technology to interact with
program, it’s a path to success. The program’s mission is to develop clients and prospects. They will benefit from leads and referrals from
advisors who can deliver personalized advice through the full spectrum Bank of America’s financial centers, digital channels and the networks of
of borrowing, investing and planning capabilities at each stage of the companies that provide retirement and other financial benefit plans. They
clients’ financial journey. Through innovative business development will also learn how to serve their communities and networks as they share
and the use of technology to meet clients wherever they are, ADP is with clients and prospects the benefits of our products and services.
modernizing how advisors are developed.
Participants in ADP receive expert coaching and training from our Put your ambitions into action as an Advisor
award-winning Academy and Leadership Development organization.* We understand that our clients’ life priorities and financial ambitions rarely
Future advisors will benefit from direct interaction with clients and stand still. That’s why, at Bank of America, we are with our clients at every
business leaders and will have access to opportunities that promote stage of their financial lives with holistic advice and guidance to move them
long-term success as Merrill Financial Advisors. closer to their goals. For clients who seek one-on-one advice, our Merrill
Financial Advisors have the experience and resources to deliver dynamic
Why be a Financial Advisor? planning and investment strategies. For those looking to confidently invest
Financial Advisors build meaningful and long-lasting relationship with their on their own, we provide modern digital tools and insights.
clients and spend time learning about their clients’ financial goals and life
priorities. Using our high-tech, high-touch investment, borrowing and
planning capabilities, they support clients to realize their financial goals Bullish on your Merrill future
such as buying their dream home, sending kids to college or saving
for retirement. Join the ADP as we harness the best talent in the industry, a vibrant
platform and the full range of capabilities advisors need today to serve
How are advisors trained? clients comprehensively, and at all wealth levels. We look forward to
ADP training is delivered over multiple weeks, providing robust coursework helping you become the Merrill Financial Advisor of the future where
taught by subject matter experts, protected learning time with an Academy you’ll be rewarded for helping your clients pursue their financial goals.
manager and high-tech immersive training. Throughout the process, To view our current openings and to apply online, please visit
participants will be in a class together, benefiting from a supportive team careers.bankofamerica.com.
environment, cross-company experiences, exposure and world-class training.

*To view a list of accolades, please visit careers.bankofamerica.com.

 The Bank of America Advisor Development Program

Developing the next generation of Merrill advisors

ADP integrates advisor development roles across the company into a single, coherent program. The program will enable advisors to develop skills in servicing
clients across wealth bands and access the deep breadth of relationships across the Enterprise. As we meet our clients where they are in their financial journeys,
we likewise meet you where you are along the advisor career path continuum. In ADP, you can enter the program from the beginning, or join us where your skills
and experience align.
Below are the stages participants will travel through on their path to success.

Advisor Financial Merrill Financial Merrill Financial

Development Program Solutions Advisor Solutions Advisor Advisor
(Relationship Manager) (FSA) (MFSA)
8 months 13 months (3 months licensing) 18 months
• Work in a Bank of America • Work in a Bank of America • Work in a Merrill Lynch • Work in a Merrill Lynch
financial center financial center Wealth Management Wealth Management
• Be a key part of the • Be key part of the financial branch location branch location
financial center team center team • Deliver products and • Demonstrate sustainable
• Support clients across the • Support clients with a capabilities across business development
banking spectrum focus on affluent clients Bank of America banking activities
and Merrill investing • Deliver products and
• Engage with clients who • Obtain your required
visit a financial center FINRA registrations • Prepare to become a capabilities across
Merrill Financial Bank of America banking
• Work on core banking, • Work on core banking, Advisor (MFA) and Merrill investing
credit and lending credit, lending and
solutions investing solutions

Employee meets performance criteria to move to the next role.

What our clients have to say
Clients tell us that the delivery of personalized advice across our company’s What teammates are saying about ADP
full spectrum of banking, lending, investing and planning capabilities is what
they need from a Financial Advisor.
Discover opportunities within ADP: careers.bankofamerica.com. “This program enables people from a wide range of backgrounds
and experience levels to become successful advisors.”
 – ADP participant

“I love the ability to experience multiple lines of business, and I am

Bank of America and its affiliates recruit and hire qualified candidates without regard to race, religion, color, learning how to serve my clients.”
sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or
disability, or any factor prohibited by law, and as such affirms in policy and practice to support and promote  – ADP participant
the concepts of equal employment opportunity and affirmative action, in accordance with all applicable
federal, state, provincial and municipal laws. We also prohibit discrimination on other bases such as medical
condition or marital status under applicable laws. Candidates must possess authorization to work in the
United States, as it is not the practice of Bank of America to sponsor individuals for work visas. “The resources and coaching provided have proved to be
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly
owned subsidiaries of Bank of America Corporation (“BofA Corp.”). invaluable in my development.”
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available  – ADP participant
certain investment products sponsored, managed, distributed or provided by companies that are affiliates of
BofA Corp. MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly
owned subsidiary of BofA Corp.
Investment products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
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