ZipRecruiter

Log In

1

Wealth Management Associate Jobs in Baltimore, MD

Bank of America

Relationship Manager

Towson, MD · On-site

  • PTO

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 ...

Bank of America

Relationship Manager

Towson, MD · On-site

  • PTO

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 ...

Aon

Client Service Associate

Cockeysville, MD · On-site

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

New

NFP Corp

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

New

NFP Corp

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

Aon

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

  • Retirement

  • PTO

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

  • Medical

  • Retirement

  • PTO

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

T Rowe Price

Multi-Asset Portfolio Manager

Baltimore, MD

  • Medical

  • Life

  • Retirement

  • PTO

... wealth management channel, including core portfolios and customized strategies. This is an ... Rowe Price, our associates are our greatest asset. We thrive because our company culture is built ...

previous pagenext page

Showing results 21-40

All JobsWealth Management Associate JobsWealth Management Associate Jobs in Baltimore, MD

Wealth Management Associate information

See Baltimore, MD salary details

$10

$19

$32

How much do wealth management associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for wealth management associate in Baltimore, MD is $19.74, according to ZipRecruiter salary data. Most workers in this role earn between $14.81 and $20.53 per hour, depending on experience, location, and employer.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a wealth management associate?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Baltimore, MD?

The most popular types of Wealth Management jobs in Baltimore, MD are:

What cities near Baltimore, MD are hiring for Wealth Management Associate jobs?

Cities near Baltimore, MD with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Baltimore, MD as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $41,064 per year, or $19.7 per hour.

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

Bank of America

Baltimore, MD • On-site

Full-time

PTO

Re-posted 26 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 529 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
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, 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 engages in:
  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We'll help you:
  • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Responsibilities:
  • Handles inbound inquiries from leads regarding Merrill offerings
  • 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 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
  • Proven ability to assess needs and recommend appropriate solutions/interventions
  • Proven ability to work collaboratively on a team and with key partners
  • Proven ability to listen and probe for clarity and understanding
  • Goal and results oriented
  • 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
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Desired Qualifications:
  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

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

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), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - MD - Towson - 901 DULANEY VALLEY RD (MD7901)
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.

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

FacebookTwitter

View All Bank Of America Jobs

Apply