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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 preferred.
Compensation
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A base salary that can last up to 43 months.
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Quarterly cash bonuses
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Yearly stock bonuses
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Incentive grid with a 50% payout in
commissions for fee based business.
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Full benefits from day one
Why Merrill Lynch?
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Merrill Lynch Global Private Client
organization is the premier provider of
wealth management services and the largest
business of its kind in the world.
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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.
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Their training and support structure is the
most comprehensive in the industry.
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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.
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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
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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 than
contacting Merrill Lynch direct.
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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.
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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 Heather
Gabriel at
heatherg@crcsearch.net.
About Heather Gabriel
Ms. Gabriel is our executive recruiter in charge
of our “Entry Level FA” placement team. She has
more than 10 years recruiting experience in
finance, technology and academia. She began
recruiting for the finance industry in 2000
while working for Liquid Engines, a successful
start-up in Santa Clara, California. She joined
CRC in 2003 and has moved on to specialize in
placing entry level and transitional Financial
Advisors.
Originally from the Silicon Valley in Northern
California, Heather is a Cum-Laude
graduate of San Jose State University. She holds
a Professional in Human Resources
certification (PHR) from SHRM.
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