Help2Achieve

Merrill Lynch's Practice Management Development Program.
It's how the truly driven get into the driver's seat

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.

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.

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.

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.