Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market
Bank of America · Posted Nov 6, 2026
- Baltimore, Maryland, United States
- On-site
- Full-time · Entry
- $80K–$90K per year
- 1+ years
Responsible for working with high-net worth clients, developing relationships, reviewing investment goals, and preparing investment recommendations.
Compensation
$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Responsibilities
- Handles inbound inquiries from leads regarding Merrill offering
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences, and servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
Requirements
- Bachelor’s degree
- Nice to have: Bachelor’s degree
- Nice to have: financial services industry experience
- Nice to have: sales experience
- Nice to have: learning new technologies