Jobs Private USA → Finance and Insurance → Banking and wealth advisory → Merrill Advisor Development Program - Financial Advisor-Part

Merrill Advisor Development Program - Financial Advisor-Partially Registered: Baltimore & Associates Market

Bank of America · Baltimore, MD · posted 10 days ago

In short: Merrill Advisor Development Program - Financial Advisor-Partially Registered: Baltimore & Associates Market at Bank of America in Baltimore, MD, posted 10 days ago.

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

Bank of Americaemployer
Baltimore, MDlocation
Banking and wealth advisorysub-niche
10 days agoposted
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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-30

EmployerBank of America
LocationBaltimore, Maryland
FieldFinance and Insurance › Banking and wealth advisory
LevelMid Level
Source categorySales
Posted2026-10-30 (10 days ago)
Work arrangementOn-site at the location listed
PayNot published in the source listing

Job description

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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

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

Role Specifics:

As a Merrill Advisor Development Program - Financial Advisor-Partially Registered, 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-Partially Registered engages in:


We'll help you:


Job Description:

This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm. Key responsibilities include identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with clients' goals. Job expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies

• Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

• Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

• Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy

• Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor

• Builds relationships with internal service providers based on client needs and asset thresholds

• Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

Required Qualifications:

• 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

• Is a self-starter who efficiently manages time and capacity

• Sets and accomplishes goals, achieving whatever one sets their mind to

• Builds and nurtures strong relationships

• Collaborates effectively with others to get things done

• Communicates effectively and confidently and is comfortable engaging all clients

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

• Likes to learn, adapts to new information and seeks the right solutions for clients

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Desired Qualifications:

• Experience working in the financial service industry and/or a sales environment where goals were met or exceeded

• Strong computer skills and the ability to multitask in a demanding environment

• Bachelor's Degree, preferably in business-related field

• Proven ability to partner and promote lead generation

• Experience balancing investment management, sales activities and new client development

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

• Obtained insurance licenses

Skills:

• Account Management

• Client Investments Management

• Client Management

• Client Solutions Advisory

• Relationship Building

• Advisory

• Business Development

• Fraud Management

• Pipeline Management

• Portfolio Management

• Client Experience Branding

• Issue Management

• Prospecting

• Referral Identification

• Sales Performance Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

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.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - MD - Baltimore - 100 International Dr - 100 International (MD9890)

Pay and benefits information

Pay range

$38.46 - $43.27 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

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 Maryland Jobs in Baltimore, MD Baltimore city guide Maryland state guide Baltimore 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)

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.

Know your rights as a candidate and an employee:

The city

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

How Baltimore compares. Among the 80 largest places in Maryland, Baltimore is #1 by population, #77 for household income (#1 = highest), #6 for rent (#1 = cheapest), #65 for homeownership (#1 = highest). Its county, Baltimore, is #4 of 24 counties for average pay ($82,818).

The place in numbers

Baltimore has 573,243 residents (ACS 2020–2024), about 9.2% of the population of Maryland. It covers 81 square miles of land, which works out to roughly 7,082 people per square mile. The median age is 36.2, 8% younger than the state median (36.2 against 39.4).

Housing

The median gross rent is $1,331 a month (rent plus utilities), 22% below the state median ($1,331 against $1,705). Over a year that is 25.7% 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 $229,600, which is 3.7 times the median household income ($62,177); a ratio under 4 usually means ownership is within reach for many households. 47.5% of households own their home, 30% below the state average (47.5% against 67.6%). A low ownership share points to a rental-heavy market with more apartments and shorter stays.

Work and pay

The Baltimore-Columbia-Towson, MD metropolitan area has 1,356,680 jobs in the BLS wage survey, and the median pay across all occupations is $59,070 a year, 16% above the national median ($59,070 against $50,980). The biggest occupation groups are office and administrative support (159,220 jobs, median $49,590); management (123,580 jobs, median $128,630); transportation and material moving (113,300 jobs, median $44,720). The area is most specialised in life, physical, and social science (1.5 times) and computer and mathematical (1.4 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($128,630) and computer and mathematical ($128,330). In 2026M09 the unemployment rate of Baltimore was 4.6%. 63.1% of residents aged 16 and over are in the labour force. The city lies in Baltimore; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 55.5% drive alone, 10.3% use public transit, 5.6% walk, 17.8% work from home. 18.8% of workers commute 45 minutes or more, 22% below the state average (18.8% against 24.2%).

People and education

36.1% of adults aged 25 and over hold a bachelor's degree or higher, 17% below the state share (36.1% against 43.5%). 9.3% of residents were born outside the United States, 44% below the state share (9.3% against 16.6%). The poverty rate is 19.8%, 109% above the state rate (19.8% against 9.4%).

Climate

The warmest month is Jul, averaging 77°F (25.0°C), and the coolest is Jan at 30°F (-1.2°C). About 1,161 mm (46 inches) of precipitation falls in a year; Jun is the wettest month (117 mm) and Jan the driest (70 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: Rosedale (6 miles, rent 4% higher); Arbutus (6 miles, similar rent); Dundalk (7 miles, rent 11% higher); Towson (7 miles, rent 33% higher). Rent differences are against Baltimore; use the Compare tab to put any two cities side by side.

Full guide to Baltimore →Maryland guideAll jobs in Baltimore

Official links for Baltimore

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 Baltimore, MD 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 ⇅
Baltimore, MD0 mi$1,331$229,600$62,17718.8%n/aJobs
Rosedale, MD6 mi$1,378$276,200$85,71118.3%n/a—
Arbutus, MD6 mi$1,318$322,600$99,09010.2%n/a—
Dundalk, MD7 mi$1,473$212,700$64,52015.5%n/a—
Towson, MD7 mi$1,764$469,000$101,32012.8%n/a—
Parkville, MD7 mi$1,526$260,400$79,17813.6%n/a—
Lochearn, MD7 mi$1,460$286,000$74,70719.0%n/a—
Woodlawn, MD7 mi$1,494$294,200$82,46613.4%n/a—
Catonsville, MD7 mi$1,724$416,900$114,10911.5%n/a—
Pikesville, MD8 mi$1,707$434,500$98,4659.8%n/a—
Carney, MD9 mi$1,793$319,700$83,62015.5%n/a—
Essex, MD9 mi$1,319$258,900$67,16819.3%n/a—
Milford Mill, MD9 mi$1,653$273,600$69,71121.9%n/a—
Glen Burnie, MD10 mi$1,648$348,900$88,28016.3%n/a—
Ilchester, MD10 mi$2,115$532,400$152,10320.2%n/a—
Elkridge, MD10 mi$2,295$454,200$139,91316.0%n/a—
Middle River, MD10 mi$1,636$271,700$78,39819.1%n/a—
Perry Hall, MD10 mi$1,706$349,600$106,24415.3%n/a—
Pasadena, MD10 mi$2,393$423,400$129,72721.6%n/a—
Randallstown, MD11 mi$1,577$327,200$85,73523.3%n/a—

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 Baltimore, MD 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 ⇅
Philadelphia, PA93 mi1,579,706
New York, NY170 mi8,483,844
Columbus, OH342 mi914,802
Charlotte, NC366 mi903,844
Indianapolis, IN509 mi885,860
Chicago, IL607 mi2,711,226
Jacksonville, FL682 mi977,670
Oklahoma City, OK1,175 mi697,125
Dallas, TX1,209 mi1,307,930
Fort Worth, TX1,240 mi963,194
Houston, TX1,251 mi2,328,253
Austin, TX1,347 mi979,539
San Antonio, TX1,417 mi1,479,835
Denver, CO1,501 mi718,877
Phoenix, AZ1,998 mi1,642,323
San Diego, CA2,288 mi1,389,526
Los Angeles, CA2,325 mi3,857,263
Seattle, WA2,329 mi754,195
San Jose, CA2,429 mi990,138
San Francisco, CA2,484 mi830,235

Nearby cities with open jobs (within 120 miles)

Sort:
City ⇅Straight-line distance ⇅Open jobs ⇅
Chevy Chase, MD34 mi3
Washington, DC35 mi234
Arlington, VA39 mi224
McLean, VA40 mi169
Alexandria, VA42 mi6
Reston, VA46 mi10
Springfield, VA47 mi1
Ashburn, VA50 mi15
Newark, DE52 mi8
Wilmington, DE65 mi2
Philadelphia, PA93 mi165
Fort Washington, PA95 mi2
Marlton, NJ99 mi13
Bethlehem, PA113 mi3
Atlantic City, NJ116 mi5

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

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.

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-Partially Registered: Baltimore & Associates Market job at Bank of America?

A mid level role in finance and insurance (banking and wealth advisory) listed 10 days ago. The full description is on this page and on The Muse.

Where is this job?

Baltimore, MD.

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 Baltimore is $1,331 a month and median household income $62,177 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-30 (10 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in Maryland.

Sources and terms

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Sources

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