Start your career as a financial advisor
Join our Practice Management Development (PMD) Program
Merrill Lynch has a long and proud history of hiring, training, developing and successfully graduating some of
the most talented financial advisors in the country. You’ll have help every step of the way through our Practice
Management Development (PMD) program — one of the most comprehensive in the industry.
What is the PMD program?
The PMD program is designed to develop the critical skills and knowledge necessary
for building a successful wealth management practice — acquiring clients, enhancing
relationships, providing tailored strategies and more.
The program includes multiple components of:
• Investment, business development, business management and technology platform
training and development
• Personalized coaching and support
• Preparation for registration exams, including Series 7 and Series 66
Explore the paths to become a Merrill Lynch financial advisor
PMD Financial Advisor
Team Financial Advisor
Bank Financial Advisor
Build your business independently with help
from specialists and mentors experienced
in banking, credit, retirement, insurance
and investments.
Contribute to a team through business
development, planning, investments and
financing, business management, or
relationship management.
Work with banking clients at a Bank of
America financial center to build a team’s
book of business. This path requires six
months of prior service.
Come to a firm that supports you
You’ll have access to a variety of valuable resources, such as:
• Coaching and mentoring
• Turnkey marketing and business strategies
• Merrill Lynch’s comprehensive investment platform as well
as industry-leading research and analysis¹
• Employee Network Groups — which can help you develop
leadership skills and connect with people across the business
and globally
Changing lives starts with changing yours. Join us.
We recognize that it’s the power of our people and our differences
that make us a stronger company.
Choose a career path that offers you:
Independence2: Be an entrepreneur who builds and manages a
business.
Fulfillment: Make a meaningful difference in the lives of clients.
Income3: Receive a base salary plus an uncapped, unlimited annual
income opportunity.
To learn more about our financial advisor career
opportunities, visit ML.com/careers
Merrill Lynch’s PMD program won
a gold award for “Best Program for
Sales Training and Performance” in
the 2015 Brandon Hall Group Sales
Performance Awards.4
1 Institutional Investor magazine announced for the fourth year in a row BofA Merrill Lynch Global Research earned the “Top Global Research Firm” for 2014, based on surveys held throughout the year. The magazine
creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information
about this award, go to http://www.institutionalinvestor.com/article/3408304/research-and-rankings/bank-of-america-merrill-lynch-is-the-top-global-research-firm-of-2014.html.
2 Intended within a cultural context. Merrill Lynch financial advisors are employees of Merrill Lynch and must adhere to all firm policies with regard to their business activities. May not be a trait for all team financial
advisor career paths.
3 The uncapped, unlimited annual income opportunity is for the Practice Management Development (PMD) advisor career path only
4 Source: In September 2015, Merrill Lynch’s Practice Management Development program won a gold award for “Best Program for Sales Training and Performance” in the 2015 Brandon Hall Group Sales Performance
Awards. The awards recognize organizations that have successfully deployed programs, strategies, modalities, processes, systems, and tools that have achieved measurable results. The Sales Training and Performance
award is for workplace learning programs that were designed to address sales performance objectives through sales training. Criteria is evaluated by independent judges using a scale of 1 (low) through 6 (high). For
more information please see http://go.brandonhall.com/excellence_awards_FAQ.
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and Member SIPC, and
other subsidiaries of Bank of America Corporation (BofA Corp.). Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp.
Investment products:
Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal
employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
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