Bank of America
Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates Market
$80K–$90K
Baltimore +2 · Full-time · Posted Aug 19, 2026
- Location
- Baltimore
Towson
Hunt Valley - Experience
- Minimum one year in financial services and/or a sales environment where goals were met or exceeded; minimum one year in the investments industry.
About the job
Develops and manages client relationships, identifies financial goals and needs, and recommends suitable investment and wealth-planning solutions to build a financial advisory practice.
What you'll do
- Source prospective clients, develop a book of business, and meet performance goals.
- Assess client needs and recommend suitable investments and customized solutions; service accounts and conduct client reviews.
- Document client interactions in Salesforce and complete required training, compliance, and continuing education.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 63 and 65 in lieu of 66.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- Strong relationship-building, communication, needs-assessment, and client-prospecting skills.
Nice to have
- Bachelor’s degree.
- Learns and adapts to new technology or applications.
Pay
$80,000.00 - $90,000.00 annualized salary (USD, base salary)
Tools
Salesforce, Microsoft Word, PowerPoint, Excel
Model-written summary · the original posting is authoritative