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

Well, the main goal is to support Financial Advisors while you work your way up to becoming a full-scale Financial Advisor yourself. You’ll provide client service support and help customize solutions for clients based on their needs.

Actually, you’ll get dedicated study time to prepare for your Securities Industry licenses, including the SIE, Series 7, and Series 66 Exams. Once you pass those, you’ll receive training to build foundational skills for your role.

They really value diversity! Merrill believes that having a variety of backgrounds and perspectives helps create a strong work community. They encourage everyone to bring their whole selves to work, which is pretty cool.

You’ll be the main point of contact for clients, addressing all their service needs. Plus, you’ll act as a resource for the Financial Advisors on your team, so it’s a great chance to build those relationships.

Once you hit those key milestones and show you’re ready, you’ll progress to the next stage of the program. That’s when you’ll start building your own book of business as a Financial Advisor trainee!