Skip To Content

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.

FADP_what_is_308x200

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 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 11 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

 

 

FADP_extensive_support_308x200

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

Merrill’s Financial Advisor Development Program (FADP), formerly known as Practice Management Development Program (PMD), won a Gold Award for “Best Program for Sales Training and Performance” in the 2019 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 2019, Merrill’s Financial Advisor Development Program (FADP), formerly known as Practice Management Development Program (PMD), won a Gold Award for “Best Program for Sales Training and Performance” in the 2019 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 measureable benefits. For more information please visit http://www.brandonhall.com/excellenceawards/

X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started