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Job description

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
• Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

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

The Practice Management Development program is designed for professionals who are ready to make a career transition and follow their passion of becoming a Financial Advisor.

 

Qualifications

Candidate Qualifications:

Experience

Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers. The ideal candidate has applicable sales experience or has worked in a professional or entrepreneurial setting.

Success Skills and Attributes

The ideal candidate will bring to the role a broad network of contacts and relationships along with the ability to develop a strong sales pipeline through prospecting, telemarketing and relationship building skills. Other success attributes candidates possess are:

• Ability to influence people
• Entrepreneurial and self motivated to succeed
• Perseverance and resilience
• Confident and engaging presence
• Concise, inspiring communication
• Client focus mentality
• High professional standards and integrity

Education/Licenses

The ideal candidate will have at minimum a Bachelors degree. The following licenses/designations are preferred:

• Series 7 and 66 licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete licensing requirements for both
• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP)

 

Posting Date: 12/26/2014

Location: US-MI-Bloomfield Hills

Travel: Yes, 5 % of the Time

Full / Part-time: Fulltime

Hours Per Week: 37.50

Shift: 1st Shift

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Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Bank of America Employees

Bank of America employees should access the internal jobs database.

- See more at: http://careers.bankofamerica.com/job-detail/1400087425/united-states/us/merrill-lynch-financial-advisor-program-bloomfield-hills-mi?apstr=%26src%3DJB-11684#sthash.j5nfWY7F.dpuf

http://careers.bankofamerica.com/job-detail/1400087425/united-states/us/merrill-lynch-financial-advisor-program-bloomfield-hills-mi?apstr=%26src%3DJB-11684


http://perceptionvsfact.com/wyl

http://www.toddharrison.com/2014/09/analysis-of-fy-2015-defense-budget.html

Analysis of the FY 2015 Defense Budget

Yesterday I released my latest budget analysis.  I looked at trends and future projections for defense spending, from the BCA budget caps to military compensation and acquisition funding.  I found that DoD could need $200-300B more than the BCA budget caps allow over the next five years to fully resource the defense program laid out in the 2014 Quadrennial Defense Review and 2012 Defense Strategic Guidance.

We also released the first edition of what I hope will become an annual product, the FY 2015 Weapon Systems Factbook.  This report, co-authored with CSBA Analyst Jacob Cohn, provides an overview of all the major acquisition programs in DoD's portfolio.  It includes year-by-year funding projections for each program from DoD's December 2013 Selected Acquisitions Report (SAR) to Congress.  I think this is the first time anyone has published this detailed budget information.  We obtained it through a Freedom of Information Act (FOIA) request a few months ago.