Financial Advisor

. Work with high-net-worth clients with annual revenues of $100,000–$5 million .

Posted 11/6/2026full-timeBaltimore • Maryland • United StatesJuniorMid-Level💰 $80,000 - $90,000 per yearWebsite

Key responsibilities & impact

Work with high-net-worth clients with annual revenues of $100,000–$5 million
Identify client needs and develop relationships
Review investment goals and prepare investment recommendations
Leverage technology to achieve business growth goals
Conduct profiling activities to determine clients’ financial objectives
Drive initiatives to maximize impact to clients and prospects
Assist with executing business development plans
Follow guidance on privacy and regulatory matters
Handle inbound inquiries from leads regarding Merrill offerings
Position the capabilities of Merrill and Bank of America
Collect necessary client profile data and follow standard KYC procedures to open accounts as appropriate
Serve as interim Financial Advisor by recommending suitable investment products and services based on objectives, resources, time horizon, risk profile, and preferences
Service client accounts
Accurately document client interactions and opportunities in Salesforce

What you’ll need

Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 licenses in lieu of Series 66
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 written and verbal communication skills
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 compensation is tied to performance
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, and Excel
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
High School Diploma / GED / Secondary School or equivalent
SAFE Act registration, background check, and registration process required

Comp & perks