Our goal is to transfer your previous successes into a career that will leverage your achievements in the Practice Management Development (PMD) program.
Using what we believe is one of the better three-year training programs in the industry, Merrill Lynch works to help you become a Financial Advisor.
Comprehensive & Proven Curriculum
A tailored curriculum is designed to help you develop the critical skills and knowledge necessary for acquiring clients, enhancing relationships, offering tailored solutions and building a successful wealth management practice. We provide you with the tools, relevant training and in-depth support you need to build a successful practice based on a strong foundation of wealth management skills. We assist you in developing the industry credentials that help distinguish you and your practice by preparing you for the Series 7 and Series 66 exams. And while you earn your registrations and build your business, our program offers a competitive base salary. In addition, you could have access to Bank of America banking center resources to help build your practice.
Coaching & Mentoring
Coaches in local offices or complexes assist you in launching your career through business plan reviews, face-to-face meetings, team meetings and client meetings. Program participants are often teamed with senior financial advisors in their local offices to receive 1-on-1 mentoring and coaching.
Top performers are invited to attend Practice Management Development (PMD) Excellence Programs, which are conducted at divisional classroom training sites. They are then offered an additional two years of advanced training designed to develop exceptional advisory skills across various wealth management areas to help serve affluent clients.