Merrill Financial Solutions Advisor - Baltimore & Associates Market

Bank of America; Baltimore (MD); On-site; USD 75,000 - 85,000; Full time

Job summary

An established industry player in wealth management is seeking a motivated Merrill Financial Solutions Advisor to join their Baltimore team. This role offers the opportunity to provide personalized financial advice and investment solutions, helping clients achieve their financial goals. With a strong focus on professional growth, you will engage in a comprehensive training program designed to develop your skills in client management and investment advisory. Join a diverse and inclusive environment that values your contributions and fosters career advancement within the banking industry. If you are passionate about finance and eager to make a difference, this position is perfect for you.

Benefits

Training and mentorship

Networking opportunities

Skill development

Opportunities for professional growth

Qualifications

• 2+ years of experience in financial services or sales with goal achievement.
• Series 7 & 66 licenses required.

Responsibilities

• Provide personalized financial advice and investment recommendations.
• Collaborate with financial advisor teams to promote portfolio growth.

Skills

Account and Client Management

Investment and Solution Advisory

Business Development and Relationship Building

Portfolio and Risk Management

Sales and Prospecting

Education

Bachelor’s degree

CFP

CRPC

Insurance licenses

Job description

Merrill Financial Solutions Advisor - Baltimore & Associates Market

Join to apply for the Merrill Financial Solutions Advisor - Baltimore & Associates Market role at Bank of America

Job Details

This role offers a salary range of $75,000 to $85,000 per year. Your actual pay will depend on your skills and experience, so discuss this with your recruiter.

Job Description

Merrill Wealth Management provides comprehensive wealth management and investment services for individuals, companies, and institutions. We focus on goals-based wealth management, including retirement, education, and legacy planning, through personalized advice and guidance. Our Financial Advisors and Client Associates help clients pursue their financial goals through transparent relationships, leveraging Merrill's investment insights and Bank of America’s banking services.

We value diversity and encourage employees to bring their whole selves to work, fostering a culture that is inclusive, resilient, and results-oriented.

Responsibilities

• Provide personalized financial advice and investment recommendations based on client goals.
• Communicate solutions that meet clients' financial needs, including banking, investment, and life solutions.
• Collaborate with financial advisor teams to promote portfolio growth and share market insights.
• Utilize resources across the bank to benefit clients and prospects.
• Develop and grow a book of business to meet financial targets.
• Prioritize client requests and coordinate with internal service providers.

Advisor Development Program (ADP)

This program prepares Merrill Financial Solutions Advisors (MFSAs) to become successful, independent advisors. It involves training, mentorship, and client relationship management skills development, with opportunities for career growth within Merrill Wealth Management.

What We Offer

• Training and mentorship from invested managers.
• Networking opportunities with Merrill advisors and clients.
• Skill development in delivering financial advice and solutions.
• Opportunities for professional growth and leadership.

Our Culture

• Inclusive environment supporting career development.
• Diverse workforce reflecting our global client base.
• Continuous training and technological advancements.
• Commitment to community involvement and responsible growth.

This position requires SAFE Act registration, including background checks and registration processes. Failure to comply may result in disciplinary action.

Minimum Qualifications

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• At least two years of experience in financial services or sales with goal achievement.
• Minimum one year in the investments industry, with knowledge of investment products.
• Self-motivated with strong relationship-building skills.
• Effective communicator, capable of managing goals and navigating complex environments.

Preferred Qualifications

• Ability to generate leads and develop new clients.
• Experience balancing investment management and sales.
• Strong computer skills and multitasking ability.
• Bachelor’s degree, CFP, CRPC, or insurance licenses are a plus.

Skills

• Account and Client Management
• Investment and Solution Advisory
• Business Development and Relationship Building
• Portfolio and Risk Management
• Sales and Prospecting

Work Details

• Shift: 1st shift (U.S. hours)
• Hours per week: 40

Employment Level and Industry

• Entry level
• Full-time
• Banking industry