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Job Field: Office Jobs
Location: Ontario, CA
Salary: $Not stated

JOB SUMMARY:

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<tr><td valign="top" width="450"><b>The Ontario office is hosting a Career Night
December 6th for you to learn more about our
Financial Advisor Trainee position and to meet our
managers.
Please apply for the position so that you may be
considered. We will contact you directly with
additional information if you are a match to our
requirements.
The Practice Management Development PMD
Associate role is a 43 month development program
for professionals who wish to build a wealth
management business and become a full-fledged
Merrill Lynch Financial Advisor FA.
PMD is a structured and disciplined program that
demonstrates our ongoing commitment to the growth
and progress of our Merrill Lynch Financial
Advisors. PMD offers new advisors the most
professional and client focused sales, investment,
and business management training in the industry.
PMD Associates will build upon their knowledge of
these topics throughout the duration of the
program, while focusing on developing client
relationships.
With the assistance of mentors and managers, our
PMD Associates will learn to develop a pipeline of
affluent clients, identify client needs, develop
relationships with existing and prospective
clients, review investment goals, prepare
investment recommendations that align with client
goals, and the business management skills needed
to operate an optimal practice model.
The Practice Management Development Associate
engages in
Developing a book of business in order to meet and
exceed the required performance hurdles
Effectively sourcing prospective clients,
capitalizing on referrals, assessing customer
needs, through collaboration, delivering the full
resources of Bank of America and Merrill Lynch to
the client, and delivering highly customized
solutions to meet client needs
Recommending investment products and services that
are suitable for prospects and clients based on
their objectives, resources, time horizon, risk
profile and preferences
Balancing investment management, sales activities,
customer service, new client development,
administrative, compliance and personal growth and
development according to both a day-to-day and
longer-term plan
Planning and managing resources time, people,
budget to run an optimal practice
Seeking the expertise of specialists, where
appropriate, to identify, banking, lending,
planning and investment solutions for a client
Establishing and maintaining relationship with the
management team and informing them of any
circumstances that require supervisory
attention/review/approval per compliance
guidelines and policies
Completing required training, obtaining industry
licenses Series 7  66, mastering assessments,
maintaining continuing education requirements and
meeting minimum performance standards
The Practice Management Development Associate
receives
A base salary through the full 43 months in the
PMD program along with bonus potential. Upon
completion of the PMD program, the candidate will
be compensated in accordance with the Financial
Advisor Incentive Compensation Plan.
The strength and name recognition of Merrill Lynch
and Bank of America
World class investment, sales, and business
management training throughout their career
Cutting edge Technology and industry leading
platform to leverage for success
Access to a full array of investment and banking
solutions for your clients
Mentors and Managers located within your local
office to work with you towards your success
PMD Curriculum that includes CFP course work,
wealth management curriculum, licensing and
essential skills training from Managers and
Mentors
See url for complete description.

KEY REQUIREMENTS:

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None Not stated