Brokers Without Books
The Position
Merrill Lynch's PMD (Practice Management Development) program focuses on growing the new or returning advisor. The training focuses on comprehensive financial planning for high net worth households and best practices to develop a solid book of business.
Who We Look For
This is a role for proven sales producers who are not afraid to prospect. Most successful candidates are in their first few years of production, but some have had up to 25 years experience on Wall Street. No portable book of business is necessary, and an active Series 7 license is required.
Compensation
- A salary that can last up to 2 or 3 years
- A generous bonus structure
- Grid payout on all production
- Full benefits from day one
Why Merrill Lynch?
- Bank of America Merrill Lynch Global Wealth Management is the premier provider of wealth management services and one of the largest business of its kind in the world.
- They offer an unmatched diversity of financial products, including advice & planning, banking, business financial services, credit & lending, estate planning services, investments, retirement and tracking progress.
- Their training and support structure is the most comprehensive in the industry.
- The average Financial Advisor (FA) at Merrill Lynch makes more than the average FA anywhere else. They have more million dollar producers than all of the other wirehouses combined.
- Historically, Merrill Lynch has led the industry in business innovation. They were the first firm to set up a nationwide network of branch offices, the first to advertise on TV, the first to take a "one-stop shopping" approach to financial services and among the first to see the significance of the computer in the financial environment.
They continue to innovate in all areas … this isn't your father's "Merrill Lynch".
Why Our Representation is Valuable
- Our stringent screening process prepares you for what's ahead which means that Merrill Lynch is going to treat you as a serious candidate from the beginning. Our long standing relationship (10+ years) and our exclusivity means that we know Merrill Lynch like no one else. You have more perceived value going through us han contacting Merrill Lynch direct.
- No cost to you. Once we have agreed to represent you, we become your best advocates. Because our client only pays for successful placements, we have a vested interest in helping you succeed.
- The most accurate information and best coaching. Qualified candidates receive our 50 page interview preparation packet written specifically for the PMD program. You also get one-on-one coaching as you move through the process. Our coach has placed over 300 candidates with Merrill Lynch over the past four years. She works directly with the hiring managers so you get immediate feedback without middlemen. Coaching focuses on the unique aspects of the Merrill Lynch interview process (including the testing and business plan phases) so that you can put your best foot forward.
Take the next step
If you would like to discuss this Merrill Lynch FA opportunity, please send us your resume. If you are a fit, we will usually contact you within two business days to discuss the opening and to further qualify you for the local manager’s particular needs and preferences. If we both agree that you are a strong candidate, then we will proceed with scheduling an appointment with a Merrill Lynch hiring representative.
BEGIN WITH SUCCESS!
Now is the time to position yourself with the firm that gives you the best chance to succeed as a Financial Advisor.
Send your resume and cover letter to:
pmd@crcsearch.net 
