What’s Bank of America like in terms of their business, the role, and the work culture?

Well, the Advisor Development Program is all about helping you become a Financial Solutions Advisor. You’ll start by getting your Securities Industry licenses, like the SIE, Series 7, and Series 66. After that, you’ll learn how to build and manage client relationships and guide them through their financial journeys. It’s a great mix of study and hands-on experience!

Absolutely! The program includes dedicated study time for your licensing exams, plus you’ll get training on the foundational skills needed to be an advisor. They really focus on equipping you with everything you need to succeed, so you won’t be going through this alone.

You’ll initially be helping a variety of clients, but as you progress, you’ll start building a portfolio of affluent and high net worth clients. It’s a great opportunity to work with individuals who have complex financial needs and help them achieve their financial goals.

The work culture at Merrill is very supportive and inclusive. They value diversity and encourage you to bring your whole self to work. Plus, they have a strong focus on building trust through transparency, which is super important in financial services.

Yes, there are a few requirements. You’ll need to register with the federal registry system due to the SAFE Act, and you’ll have to pass a background check. Also, they have specific regulations regarding hiring individuals with certain criminal histories, so it’s good to be aware of that.