Wealth Advisor Development Program

Merrill; Baltimore (MD); On-site; USD 65,000 - 110,000; Full time

Job summary

Merrill Wealth Management in the United States is seeking a driven Financial Advisor/Client Associate to help clients pursue their life goals with personalized investment guidance. You will open accounts, gather client data, and coordinate with Bank of America capabilities in a team-based setting.

The role emphasizes relationship building, prospecting, and delivering tailored solutions, under an in-office culture that values collaboration and development.

Qualifications

• Currently holds Series 7 and 66 (or equivalent 63 and 65 in lieu of 66).
• Minimum of one year in investments with knowledge of investment products.
• Minimum of one year in financial services and/or a sales environment with targets met.
• Proven ability to engage with and influence others.
• Strong interpersonal skills and ability to build trust quickly.
• Effective written and verbal communication; listens to assess needs.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Positions Merrill and Bank of America capabilities to clients.
• Collects client profile data and opens accounts per KYC procedures.
• Serves as interim Financial Advisor, recommending suitable products.
• Documents interactions and opportunities in Salesforce accurately.

Skills

Interpersonal skills

Communication skills

Relationship building

Team collaboration

Prospecting

Sales skills

Education

Bachelor's degree

High School Diploma / GED

Tools

Microsoft Word

PowerPoint

Excel

Job description

Merrill Wealth Management in the United States is seeking a driven Financial Advisor/Client Associate to help clients pursue their life goals with personalized investment guidance. You will open accounts, gather client data, and coordinate with Bank of America capabilities in a team-based setting.

The role emphasizes relationship building, prospecting, and delivering tailored solutions, under an in-office culture that values collaboration and development.