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I just started out as an FSA at Merrill as a part of the Advisor Development Program in May. Depending on your background/current licenses you’ll have to obtain your Series 7 and 66, and then you’ll be put into a financial center to act as an FSA. You’ll be selling all banking products and investment products on a day to day and if you’re in the ADP you’ll be required to meet your targets for a few months until your manager moves you to a Merrill office to start building your book. Hope this helps, and if you want more info PM me!
I would like more info on the FSA program. What tartlets do they have? How is the training program? Did you feel well prepared?
$1 million in new assets per month, 6-8 new accounts. Currently in role and currently posting internally. Consumer banking has taken over, now the role is a glorified banker position.