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Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market

Bank of America · Boulder, CO · posted 41 days ago

In short: Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market at Bank of America in Boulder, CO, posted 41 days ago.

By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.

Bank of Americaemployer

Boulder, COlocation

Banking and wealth advisorysub-niche

41 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-09-29

Employer	Bank of America
Location	Boulder, Colorado
Field	Finance and Insurance › Banking and wealth advisory
Level	Mid Level
Source category	Sales
Posted	2026-09-29 (41 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

Job description

CO Salary Range: USD 80,000.00 - 90,000.00 per year

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Job Description:

As an Advisor Development Program- Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.

The Merrill Advisor Development Program Financial Advisor engages in:

Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements

We'll help you:

Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

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 as well as servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately

Required Qualifications:

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
Proven ability to assess needs of and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Desired Qualifications:

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously

Skills:

Business Acumen
Business Development
Oral Communications
Prospecting
Wealth Planning
Analytical Thinking
Client Experience Branding
Client Investments Management
Portfolio Analysis
Risk Management
Active Listening
Client Solutions Advisory
Emotional Intelligence
Referral Management
Trading

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CO - Boulder - 921 WALNUT ST (CO9921), US - CO - Colorado Springs - 90 S CASCADE AVE - PALMER CENTER (CO9090)

Pay and benefits information

Pay range

$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Explore around this job

Field: Finance and Insurance Sub-niche: Banking and wealth advisory All jobs at Bank of America Jobs in Colorado Jobs in Boulder, CO Boulder city guide Colorado state guide Boulder County economy

View this job and apply on The Muse →

You apply on The Muse or on the employer's page; AtiveSite does not receive or process applications and is not affiliated with The Muse. The description above is shown as the source published it.

About the role

This is a Mid Level role in the Finance and Insurance field (Banking and wealth advisory) at Bank of America. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Gross salary a year Filing State income tax rate %

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
Be honest about gaps; say what you did to learn and how fast you can close them.
Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

The city

The job is in Boulder, CO. Below is what the official statistics say about living and working there.

How Boulder compares. Among the 80 largest places in Colorado, Boulder is #12 by population, #3 for college degrees (#1 = most), #77 for homeownership (#1 = highest), #4 for remote work (#1 = most). Its county, Boulder County, is #3 of 64 counties for average pay ($96,397).

The place in numbers

Boulder has 106,433 residents (ACS 2020–2024), about 1.8% of the population of Colorado. It covers 27 square miles of land, which works out to roughly 3,960 people per square mile. The median age is 28.8, 24% younger than the state median (28.8 against 37.7).

Housing

The median gross rent is $2,018 a month (rent plus utilities), 15% above the state median ($2,018 against $1,761). Over a year that is 27.7% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $1,039,500, which is 11.9 times the median household income ($87,493); a ratio above 5 usually means buying is out of reach without savings or a second income. 47.2% of households own their home, 29% below the state average (47.2% against 66.2%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Boulder, CO metropolitan area has 192,390 jobs in the BLS wage survey, and the median pay across all occupations is $69,580 a year, 36% above the national median ($69,580 against $50,980). The biggest occupation groups are business and financial operations (19,860 jobs, median $98,490); sales and related (19,460 jobs, median $51,550); office and administrative support (17,540 jobs, median $54,900). The area is most specialised in life, physical, and social science (3.3 times) and architecture and engineering (2.8 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($168,330) and computer and mathematical ($135,870). In 2026M09 the unemployment rate of Boulder County was 4.4%. 63.6% of residents aged 16 and over are in the labour force. The city lies in Boulder County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 39.1% drive alone, 5.1% use public transit, 9.5% walk, 34.4% work from home. 7.8% of workers commute 45 minutes or more, 44% below the state average (7.8% against 14.1%). Remote work is more common than in the state as a whole, which widens the set of employers a resident can work for without moving.

People and education

76.8% of adults aged 25 and over hold a bachelor's degree or higher, 68% above the state share (76.8% against 45.7%). 10.8% of residents were born outside the United States, 10% above the state share (10.8% against 9.8%). The poverty rate is 21.4%, 127% above the state rate (21.4% against 9.4%).

Climate

The warmest month is Jul, averaging 75°F (24.1°C), and the coolest is Dec at 30°F (-1.1°C). About 448 mm (18 inches) of precipitation falls in a year; May is the wettest month (65 mm) and Jan the driest (20 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Gunbarrel (5 miles, similar rent); Louisville (7 miles, rent 7% higher); Superior (8 miles, rent 22% higher); Lafayette (8 miles, rent 5% higher). Rent differences are against Boulder; use the Compare tab to put any two cities side by side.

Full guide to Boulder →Colorado guide All jobs in Boulder

Official links for Boulder

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Boulder, CO that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:

Place ⇅	Distance from the job city ⇅	Median rent ⇅	Median home value ⇅	Median household income ⇅	Commute 45+ min ⇅	Rent as % of occupation pay ⇅	Open jobs there ⇅
Boulder, CO	0 mi	$2,018	$1,039,500	$87,493	7.8%	n/a	Jobs
Gunbarrel, CO	5 mi	$1,972	$821,000	$109,407	7.5%	n/a	—
Louisville, CO	7 mi	$2,166	$883,900	$147,319	11.0%	n/a	—
Superior, CO	8 mi	$2,457	$903,900	$159,434	7.7%	n/a	—
Lafayette, CO	8 mi	$2,121	$686,500	$119,040	12.5%	n/a	—
Erie, CO	11 mi	$2,805	$736,500	$173,349	13.3%	n/a	—
Broomfield, CO	12 mi	$2,126	$664,500	$123,874	13.3%	n/a	Jobs
Longmont, CO	13 mi	$1,816	$572,800	$90,671	14.1%	n/a	Jobs
Westminster, CO	14 mi	$1,882	$532,400	$100,272	14.9%	n/a	—
Arvada, CO	14 mi	$1,888	$632,600	$117,348	13.9%	n/a	—
Frederick, CO	16 mi	$2,381	$568,300	$129,460	22.7%	n/a	—
Northglenn, CO	16 mi	$1,775	$462,100	$84,030	15.4%	n/a	—
Fairmount, CO	17 mi	$2,679	$827,600	$163,600	13.7%	n/a	—
Federal Heights, CO	17 mi	$1,687	$95,300	$56,597	24.7%	n/a	—
Thornton, CO	18 mi	$1,895	$517,500	$103,088	20.5%	n/a	—
Firestone, CO	18 mi	$2,009	$560,100	$120,150	22.8%	n/a	—
Sherrelwood, CO	18 mi	$1,702	$432,200	$75,327	16.6%	n/a	—
Wheat Ridge, CO	19 mi	$1,579	$623,000	$90,564	10.2%	n/a	—
Berkley, CO	19 mi	$1,777	$468,100	$84,637	10.8%	n/a	—
Golden, CO	20 mi	$1,953	$837,700	$98,582	11.4%	n/a	Jobs

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Finance and Insurance, where your skills may carry over:

Insurance and claims (428) Accounting, audit and tax (413) Treasury, payments and risk (653)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Boulder, CO is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:

From ⇅	Straight-line distance (miles) ⇅	Population of that city ⇅
Denver, CO	27 mi	718,877
Oklahoma City, OK	527 mi	697,125
Phoenix, AZ	584 mi	1,642,323
Fort Worth, TX	665 mi	963,194
Dallas, TX	687 mi	1,307,930
Austin, TX	794 mi	979,539
San Antonio, TX	823 mi	1,479,835
San Diego, CA	826 mi	1,389,526
Los Angeles, CA	835 mi	3,857,263
Houston, TX	900 mi	2,328,253
San Jose, CA	912 mi	990,138
Chicago, IL	924 mi	2,711,226
San Francisco, CA	968 mi	830,235
Seattle, WA	998 mi	754,195
Indianapolis, IN	1,011 mi	885,860
Columbus, OH	1,175 mi	914,802
Charlotte, NC	1,373 mi	903,844
Jacksonville, FL	1,485 mi	977,670
Philadelphia, PA	1,586 mi	1,579,706
New York, NY	1,641 mi	8,483,844

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Longmont, CO	13 mi	2
Denver, CO	27 mi	220
Aurora, CO	36 mi	44
Cheyenne, WY	80 mi	1

The employer

Bank of America is the employer in this listing. See all its open jobs here →

Company description (from The Muse): Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

size: Large Size; industries: Financial Services; locations on The Muse: Charlotte, NC.

It is among the 200 largest US-headquartered employers in our list, with about 213,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Bank of America

The employer's profile on The Muse →

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

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FAQ

What is the Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market job at Bank of America?

A mid level role in finance and insurance (banking and wealth advisory) listed 41 days ago. The full description is on this page and on The Muse.

Where is this job?

Boulder, CO.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Boulder is $2,018 a month and median household income $87,493 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-09-29 (41 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Colorado.

Sources and terms

Job data: The Muse public API (listing dated 2026-09-29). The job disappears from this site when it disappears from the source.
Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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