Bank of America
The Advisor Development Program - Financial Advisor role at Merrill Wealth Management focuses on building a book of business and developing relationships with high-net-worth clients to identify financial needs and deliver comprehensive investment recommendations. This position involves leveraging technology and a consultative approach to source prospective clients, assess their objectives, and execute customized financial solutions. The role requires collaboration with advisory teams and specialists to promote portfolio growth while ensuring compliance with regulatory standards.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.
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