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Start your financial advisor career on the right track

If you’re a successful professional looking to maximize your potential, consider joining Merrill Lynch as a financial advisor. You don’t necessarily need a financial background. Merrill Lynch 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 Lynch 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 Lynch 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

 

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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

Merrill Lynch’s FADP program won a Gold Award for “Best Sales Training and Performance Program” in the 2017 Brandon Hall Group Sales Performance Awards.2

 

Get started on your new financial advisor career path today

1Full salary through month 12 of Stage 1. Reduced quarterly thereafter. Starting salary correlates to performance hurdle path. Additional awards are based on meeting the performance hurdle and actual production numbers.

2In September 2017, Merrill Lynch’s Financial Advisor Development Program (FADP) won a Gold Award for “Best Sales Training and Performance Program” in the 2017 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 http://www.brandonhall.com/excellenceawards/.

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Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Investment products, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

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Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.

© Bank of America Corporation. All rights reserved.
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