Bank of America
Merrill Advisor Development Program - Financial Advisor-Partially Registered: Baltimore & Associates Market
Baltimore · Full-time · Posted Oct 29, 2026
- Experience
- 4+ years of progressive professional and/or military experience; 2+ years experience in investments industry.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Develops relationships with high-net-worth clients, assesses their financial goals, and prepares suitable investment recommendations while building a book of business in a Merrill branch.
What you'll do
- Identify client needs, build relationships, and provide tailored financial advice and investment recommendations.
- Develop prospective-client pipelines and a sustainable book of business, using referrals and internal specialists.
- Complete required training and manage client activity in accordance with regulatory and risk requirements.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE).
- 4+ years of progressive professional and/or military experience.
- 2+ years experience in investments industry.
- Ability to obtain Series 7 and 66 licenses within allotted program time.
Nice to have
- Bachelor's Degree, preferably in business-related field.
- Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Pay
$38.46 - $43.27 USD hourly pay (base salary)
Model-written summary · the original posting is authoritative