Merrill Financial Solutions Advisor — does this role have an established book or do they typically want you to start from scratch

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You start from scratch building your book and then when you get to 7 households and 5 million AUM in 12-18 months, you graduate to adp fa. Which is like a junior advisor, there you’re expected to grown from 5mil AUM to 25mil aum in a 3-4yr timeframe until you become a Financial Advisor where you either running your own practice out of your Merrill lynch office or your in a team with other advisors.

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Is it pretty difficult? What happened if you don’t reach that goal, will they make you reimburse the company in anyway. Is the benefits good?

It is VERY difficult. You get fired if you don’t reach the goals, but it could take longer than 18 months if you are close. There is no reimbursement that I know of. Merrill benefits ARE BofA benefits, 20 days vacation, all fed holiday, 5 for 5 match on 401k, decent insurance coverage .

Not hard at all if you do the work. You get leads given to you every week. Lots of training available as well but you need to be able to call.

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