How to Become a Merrill Lynch Financial Advisor
Research Merrill Lynch., Get the best education you can., Demonstrate experience in financial services., Establish relationships., Apply for Merrill Lynch's Practice Management Development Program., Attend a career event., Contact a career advisor...
Step-by-Step Guide
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Step 1: Research Merrill Lynch.
To become a financial advisor with Merrill Lynch, you will need to understand the company's history and current position in the business world.
Learn about the financial crisis and how it affected Merrill Lynch.
Read about the Bank of America acquisition in
2008.
Make sure your values align with those of Merrill Lynch.
Merrill Lynch wants their financial advisors to be customer-driven and entrepreneurial.
Talk to current and former employees and clients to make sure you are a good fit.
Keep up with Merrill Lynch's clients and developments.
Check their website frequently and look for them on social networking sites such as Facebook, Twitter and LinkedIn.
Read financial business reports that cover Bank of America and Merrill Lynch. -
Step 2: Get the best education you can.
Jobs with Merrill Lynch are competitive, and they often recruit right out of top business schools.
Earn a Master's in Business Administration (MBA) from an accredited school.
Recruiters for Merrill Lynch look for MBA graduates who are creative, innovative and analytical. , If you do not have an MBA, get as much experience as you can in the financial industry.
Merrill Lynch will be more likely to hire you if you have worked in other places and developed your skills and talents. , Get to know people at Merrill Lynch who can help you get hired.
Introduce yourself to recruiters and join professional organizations that will put you in contact with other financial advisors. , If you are not recruited to join Merrill Lynch right out of school, apply to their training program for financial advisors.
Learn about the program on their website.
Go to Totalmerrill.com.
You can learn about the application process and read success stories.
Fill out the application on the website.
Click on "apply online" to begin. , Merrill Lynch sponsors career events in cities and towns all over the world.
Click on "find an event near you" to determine the dates and locations. , If you would like to become a financial advisor with Merrill Lynch and you need help applying, or have questions, click on "email us" to get in touch with a professional who can help you. , If you already have the training, education and experience you need, tell Merrill Lynch you are interested in moving to their firm.
They will put you in touch with an advisor in your area. -
Step 3: Demonstrate experience in financial services.
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Step 4: Establish relationships.
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Step 5: Apply for Merrill Lynch's Practice Management Development Program.
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Step 6: Attend a career event.
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Step 7: Contact a career advisor.
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Step 8: Contact Merrill Lynch if you are already a financial advisor and would like to join their team.
Detailed Guide
To become a financial advisor with Merrill Lynch, you will need to understand the company's history and current position in the business world.
Learn about the financial crisis and how it affected Merrill Lynch.
Read about the Bank of America acquisition in
2008.
Make sure your values align with those of Merrill Lynch.
Merrill Lynch wants their financial advisors to be customer-driven and entrepreneurial.
Talk to current and former employees and clients to make sure you are a good fit.
Keep up with Merrill Lynch's clients and developments.
Check their website frequently and look for them on social networking sites such as Facebook, Twitter and LinkedIn.
Read financial business reports that cover Bank of America and Merrill Lynch.
Jobs with Merrill Lynch are competitive, and they often recruit right out of top business schools.
Earn a Master's in Business Administration (MBA) from an accredited school.
Recruiters for Merrill Lynch look for MBA graduates who are creative, innovative and analytical. , If you do not have an MBA, get as much experience as you can in the financial industry.
Merrill Lynch will be more likely to hire you if you have worked in other places and developed your skills and talents. , Get to know people at Merrill Lynch who can help you get hired.
Introduce yourself to recruiters and join professional organizations that will put you in contact with other financial advisors. , If you are not recruited to join Merrill Lynch right out of school, apply to their training program for financial advisors.
Learn about the program on their website.
Go to Totalmerrill.com.
You can learn about the application process and read success stories.
Fill out the application on the website.
Click on "apply online" to begin. , Merrill Lynch sponsors career events in cities and towns all over the world.
Click on "find an event near you" to determine the dates and locations. , If you would like to become a financial advisor with Merrill Lynch and you need help applying, or have questions, click on "email us" to get in touch with a professional who can help you. , If you already have the training, education and experience you need, tell Merrill Lynch you are interested in moving to their firm.
They will put you in touch with an advisor in your area.
About the Author
Michael Chavez
Experienced content creator specializing in practical skills guides and tutorials.
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