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Merrill Advisor Development Program - Financial Advisor: Washington DC Market

Merrill · Washington, DC · posted 2 days ago

In short: Merrill Advisor Development Program - Financial Advisor: Washington DC Market at Merrill in Washington, DC, posted 2 days ago.

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

Merrillemployer

Washington, DClocation

Banking and wealth advisorysub-niche

2 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-11-07

Employer	Merrill
Location	Washington, District of Columbia
Field	Finance and Insurance › Banking and wealth advisory
Level	Mid Level
Source category	Sales
Posted	2026-11-07 (2 days ago)
Work arrangement	On-site at the location listed
Pay	Not 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.

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's financial objectives. Job expectations include driving initiatives to maximize impact to clients and prospects, assisting with the execution of business development plans, understanding guidance on privacy and regulatory matters.

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 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills with a proven ability to quickly build trust and credibility
Effective communication skills (written and verbal)
Proven ability to listen and probe for clarity and understanding; assess needs; and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Goal and results oriented with strong follow-through skills
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
Possesses computer/technical literacy and is proficient in Microsoft Word, PowerPoint, and Excel

Desired Qualifications:

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Track record of quickly learning and adapting to new technologies, systems, and digital tools
Proven ability to effectively manage multiple priorities simultaneously in a dynamic, deadline-driven environment

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

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.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842)

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 Merrill Jobs in District of Columbia Jobs in Washington, DC Washington city guide District of Columbia state guide District of Columbia economy

View this job and apply on The Muse →

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About the role

This is a Mid Level role in the Finance and Insurance field (Banking and wealth advisory) at Merrill. 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 Washington, DC. Below is what the official statistics say about living and working there.

How Washington compares. Among the 1 largest places in District of Columbia, Washington is #1 by population, #1 for rent (#1 = cheapest), #1 for household income (#1 = highest), #1 for college degrees (#1 = most). Its county, District of Columbia, is #1 of 1 counties for average pay ($122,982).

The place in numbers

Washington has 681,294 residents (ACS 2020–2024), about 100.0% of the population of District of Columbia. It covers 61 square miles of land, which works out to roughly 11,146 people per square mile. The median age is 34.9, about the same as the state median (34.9 against 34.9).

Housing

The median gross rent is $1,954 a month (rent plus utilities), about the same as the state median ($1,954 against $1,954). Over a year that is 21.3% 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 $737,100, which is 6.7 times the median household income ($109,870); a ratio above 5 usually means buying is out of reach without savings or a second income. 41.5% of households own their home, about the same as the state average (41.5% against 41.5%).

Work and pay

The Washington-Arlington-Alexandria, DC-VA-MD-WV metropolitan area has 3,136,190 jobs in the BLS wage survey, and the median pay across all occupations is $71,060 a year, 39% above the national median ($71,060 against $50,980). The biggest occupation groups are business and financial operations (369,190 jobs, median $105,260); management (319,760 jobs, median $165,010); office and administrative support (290,050 jobs, median $53,250). The area is most specialised in legal (2.6 times) and computer and mathematical (2.2 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are legal ($175,070) and management ($165,010). In 2026M09 the unemployment rate of District of Columbia was 5.3%. 70.9% of residents aged 16 and over are in the labour force. The city lies in District of Columbia; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 27.4% drive alone, 20.3% use public transit, 9.5% walk, 33.0% work from home. 19.0% of workers commute 45 minutes or more, about the same as the state average (19.0% against 19.0%).

People and education

64.2% of adults aged 25 and over hold a bachelor's degree or higher, about the same as the state share (64.2% against 64.2%). 14.3% of residents were born outside the United States, about the same as the state share (14.3% against 14.3%). The poverty rate is 15.4%, about the same as the state rate (15.4% against 15.4%).

Climate

The warmest month is Jul, averaging 78°F (25.8°C), and the coolest is Jan at 32°F (0.1°C). About 1,152 mm (45 inches) of precipitation falls in a year; Jun is the wettest month (118 mm) and Jan the driest (67 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: Chillum (5 miles, rent 11% lower); Arlington (5 miles, rent 19% higher); Hyattsville (5 miles, rent 6% lower); Takoma Park (5 miles, rent 27% lower). Rent differences are against Washington; use the Compare tab to put any two cities side by side.

Full guide to Washington →District of Columbia guide All jobs in Washington

Official links for Washington

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 Washington, DC 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 ⇅
Washington, DC	0 mi	$1,954	$737,100	$109,870	19.0%	n/a	Jobs
Chillum, MD	5 mi	$1,735	$393,600	$79,864	31.4%	n/a	—
Arlington, VA	5 mi	$2,322	$895,000	$142,114	14.7%	n/a	Jobs
Hyattsville, MD	5 mi	$1,835	$481,500	$91,941	28.8%	n/a	Jobs
Takoma Park, MD	5 mi	$1,432	$749,200	$108,136	26.3%	n/a	—
Langley Park, MD	6 mi	$1,707	$357,200	$85,321	37.6%	n/a	—
Suitland, MD	6 mi	$1,707	$334,800	$71,585	33.0%	n/a	—
Silver Spring, MD	7 mi	$1,913	$643,300	$99,860	28.6%	n/a	—
East Riverdale, MD	7 mi	$1,716	$361,400	$81,831	26.2%	n/a	—
Alexandria, VA	7 mi	$2,089	$735,100	$119,681	18.0%	n/a	Jobs
Landover, MD	7 mi	$1,735	$313,900	$72,100	29.2%	n/a	—
Bailey's Crossroads, VA	7 mi	$2,021	$416,600	$88,483	16.0%	n/a	—
College Park, MD	8 mi	$1,912	$437,900	$69,721	19.5%	n/a	—
Bethesda, MD	8 mi	$2,469	$1,169,900	$192,237	17.3%	n/a	—
Oxon Hill, MD	8 mi	$1,721	$359,800	$93,252	37.2%	n/a	—
Huntington, VA	8 mi	$2,062	$541,900	$99,956	26.4%	n/a	—
Camp Springs, MD	9 mi	$2,231	$415,000	$120,456	38.7%	n/a	—
Falls Church, VA	9 mi	$2,190	$1,055,600	$143,262	23.7%	n/a	—
Greenbelt, MD	9 mi	$1,848	$255,400	$85,997	27.7%	n/a	—
Rose Hill, VA	10 mi	$2,475	$687,600	$174,950	27.5%	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 Washington, DC 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, PA	126 mi	1,579,706
New York, NY	204 mi	8,483,844
Columbus, OH	327 mi	914,802
Charlotte, NC	331 mi	903,844
Indianapolis, IN	491 mi	885,860
Chicago, IL	597 mi	2,711,226
Jacksonville, FL	648 mi	977,670
Oklahoma City, OK	1,150 mi	697,125
Dallas, TX	1,181 mi	1,307,930
Fort Worth, TX	1,212 mi	963,194
Houston, TX	1,219 mi	2,328,253
Austin, TX	1,317 mi	979,539
San Antonio, TX	1,387 mi	1,479,835
Denver, CO	1,484 mi	718,877
Phoenix, AZ	1,976 mi	1,642,323
San Diego, CA	2,267 mi	1,389,526
Los Angeles, CA	2,305 mi	3,857,263
Seattle, WA	2,324 mi	754,195
San Jose, CA	2,414 mi	990,138
San Francisco, CA	2,469 mi	830,235

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
Arlington, VA	5 mi	224
Chevy Chase, MD	6 mi	3
Alexandria, VA	7 mi	6
McLean, VA	10 mi	169
Springfield, VA	12 mi	1
Reston, VA	18 mi	10
Ashburn, VA	26 mi	15
Baltimore, MD	35 mi	107
Newark, DE	86 mi	8
Wilmington, DE	98 mi	2
Richmond, VA	98 mi	6
Scottsville, VA	110 mi	4

The employer

Merrill is the employer in this listing. See all its open jobs here →

We do not hold headcount or revenue for this employer. Check its careers site and, if it is listed on a stock exchange, its public filings (SEC EDGAR search).

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: Washington DC Market job at Merrill?

A mid level role in finance and insurance (banking and wealth advisory) listed 2 days ago. The full description is on this page and on The Muse.

Where is this job?

Washington, DC.

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 Washington is $1,954 a month and median household income $109,870 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-11-07 (2 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse banking and wealth advisory jobs in District of Columbia.

Sources and terms

Job data: The Muse public API (listing dated 2026-11-07). 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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