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We are bullish on the future, Yours, find out what you are capable of with an exciting, challenging and rewarding career as a Merrill Lynch financial advisor

Start your financial advisor career on the right track

If you’re a successful professional looking to maximize your potential, consider joining Merrill as a financial advisor. You don’t necessarily need a financial background. Merrill has a long history of hiring, training, developing and successfully graduating some of the most talented financial advisors in the world.

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What is a financial advisor?

Few things affect people’s lives as much as their finances. A financial advisor provides advice and guidance on a client’s financial situation in a variety of areas.

A Merrill financial advisor goes beyond portfolios and investment strategies. You’ll consider the client’s life, goals and financial picture, and then guide the client with advice and solutions to help them live their best financial lives.

 

How to become a Merrill financial advisor

Our Financial Advisor Development Program (FADP) is designed to develop the critical skills and knowledge necessary for building a successful wealth management business—acquiring clients, enhancing relationships, providing tailored strategies and more. The 43-month program consists of five stages.

 

 

 

Financial Advisor Development Program
Training Development Stage 1 Stage 2 Stage 3
First 4 months Next 3 months Next 12 months Second 12 months Third 12 months
Orientation and licensing

Business and marketing plans
Sales skills

Goals-based wealth management

Prospecting

Conducting meetings
Expansion on training in previous stages Mastery of roles, tasks, and activities

Advanced training on systems and tools
Advanced training on client service, systems and tools

 

Financial Advisor Development Program
Training Stage
First 4 months
Orientation and licensing

Business and marketing plans
Development Stage
Next 3 months
Sales skills

Goals-based wealth management

Prospecting

Conducting meetings
Stage 11
Next 12 months
Expansion on training in previous stages
Stage 2
Second 12 months
Mastery of roles, tasks, and activities

Advanced training on systems and tools
Stage 3
Third 12 months
Advanced training on client service, systems and tools

 

 

 

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During the FADP, you’ll receive
extensive support, including:

  • A base salary plus bonus potential1
  • Competitive health, retirement and workplace benefits
  • Preparation for registration exams, including Series 7 and Series 66
  • One-on-one coaching and support during each phase of the program

Brandon Hall Group: HCM Excellence Awards
Merrill’s Accelerated Growth Program won a Gold Award for “Best Sales Onboarding Program” in the 2020 Brandon Hall Group Sales Performance Awards.2

 

Get started on your new financial advisor career path today

1Additional awards are based on meeting the performance hurdle and actual production numbers.

2Source: In 2020, Merrill’s Accelerated Growth Program (AGP) won a Gold Award for “Best Sales Onboarding Program” in the 2020 Brandon Hall Group Sales Performance Awards. The Brandon Hall Excellence Awards recognize companies that have successfully developed and deployed programs, strategies, processes, systems and tools achieving measurable results. The award entries were evaluated by a panel of veteran, independent senior industry experts, Brandon Hall Group analysts and executives based upon the following criteria: fit the need, design of the program, functionality, innovation and overall measurable benefits. For more information, please visit brandonhall.com/excellenceawards. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

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