Merrill Lynch Work Values

Daily Duties at Merrill Lynch:

Graduated from the Professional Development Program with its highest rating, Far Exceeds Requirements. Qualified for the maximum program bonus ($43,000) and 3 advanced training classes in Princeton, NJ. In 1999 I worked as one of 3 licensed brokers on a 5 person team managing $140MM of assets. In that one year, we increased sales by 15% vs. the firm average of 9% and increased the annuitized production from 38% to over 60%. We lead the office (40 Consultants) in Masters points and financial planning points. I was also awarded membership in the Executive Club. I specialized as the team leader on financial planning and retirement accounts. I personally conducted the input interview and presentation for over 60 financial plans. We achieved a team priority household incentive bonus of $35,000 for 1999.

What they like about Merrill Lynch:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

Series 7, Client Services Assistant, Financial Planning, Operations, Management, Securities Training, Series 66, Retirement Income Planning, Wilmington DE, Newark DE, PA, Philadelphia PA, Greater Philadelphia Area, Financial Advisor, Progress Towards CFP, Microsoft Office, ACT, Financial Planning Software, Life and health Insurance, Financial Plans, Meeting with Clients, Microsoft Word, Microsoft Excel, Outlook, Microsoft PowerPoint, Moneytree Software, Accounting, Tax Planning, Estate Planning, Seminar Presentations

Skills

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Software Implementation, Requirements Analysis & Specification, Leadership , Financial Plan Inputs, Development and Presentations, Seminar Marketing , Comprehensive Financial Planning, Wide range of investment product knowledge

These are some of the questions we asked our climbers about their experiences with Merrill Lynch: