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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Due to COVID-19 and its impact on the current environment, the United States Postal Service is unable to deliver mail to certain foreign countries1. As a result, Merrill will be delaying mailings to impacted clients. Click here for additional details.

 

1 As of July 27, 2020, the United States Postal Service is unable to deliver mail to the following twenty-three (23) countries: Bermuda, Bolivia, Botswana, Brunei, Cayman Islands, Costa Rica, Cuba, Dominican Republic, Ecuador, Fiji, French Polynesia, Guatemala, Haiti, Honduras, Iraq, Libya, Mauritius, Nepal, Panama, Papua New Guinea, South Africa, Venezuela and Yemen.

 

SEC Share Class Selection Disclosure Initiative

 

Investing involves risk. There is always the potential of losing money when you invest in securities.

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

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.  

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust and fiduciary services are provided by Bank of America Private Bank, 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.

Investment, 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
© Bank of America Corporation. All rights reserved.
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