Merrill Lynch PMD Financial Advisor Reviews

Updated Apr 18, 2022

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Found 103 of over 5,092 reviews

3.1
19%
Recommend to a Friend
99%
Approve of CEO
Merrill Lynch President & CEO of Bank of America Brian T. Moynihan
Brian T. Moynihan
48 Ratings
  1. 3.0
    Former Employee, more than 1 year

    Good Experience

    Apr 18, 2022 - PMD Financial Advisor 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Benefits and staff were nice.

    Cons

    Tough to keep up with goals and no real direction.

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  2. 3.0
    Current Employee

    Not the best but a start

    Mar 30, 2022 - PMD Financial Advisor in New York, NY
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Cool office but was in the middle of nyc

    Cons

    Was not the most collaborative environment

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  3. 4.0
    Former Employee

    Good Place to start

    Dec 12, 2021 - PMD Financial Advisor 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Long interview process but worth it. Make sure you join a team otherwise the failure rate is high.

    Cons

    Training materials were dated. Lots of churn with low retention rates.

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  4. 2.0
    Former Employee, more than 1 year

    Outdated, Lack of Support and growth

    Apr 7, 2021 - PMD Financial Advisor in Seattle, WA
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Brand name of Merrill Lynch

    Cons

    Quality of training is poor - You will watch countless videos for the sole purpose of compliance Lack of Collaboration and Team Work as a Solo practitioner Aging work force and generational mindset gap Lack of Diversity and Inclusion Work Culture is bland

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  5. 3.0
    Former Employee

    Tough

    Mar 17, 2021 - PMD Financial Advisor in Troy, MI
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Teaches you what it’s like to work for an implored and not be respected.

    Cons

    Un achievable goals and expectations of new hires.

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  6. 4.0
    Current Employee, more than 3 years

    This is my life

    Feb 10, 2021 - PMD Financial Advisor in Freehold, NJ
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Get to work with awesome people. Great research Everything simplified into one place (BoA owns Merrill Lynch) Tons of training Get to own your own business and be your own boss

    Cons

    Finding new clients Achieving your goals per the program when not on a team There is no, "never have to take my work home." You're always working because you're always networking. If you don't like that, this is NOT the job for you

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  7. 2.0
    Former Employee, more than 1 year

    PMD

    Jan 13, 2021 - PMD Financial Advisor in Durham, NC
    Recommend
    CEO Approval
    Business Outlook

    Pros

    They had a variety of great benefits.

    Cons

    High sales quotas were unrealistic for solo PMDS.

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  8. 3.0
    Former Employee

    Lack of relevant training

    Dec 7, 2020 - PMD Financial Advisor in Bradenton, FL
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Your are provided with a large amount of investment products which helps with the selling process.

    Cons

    The training process is based only on how to sell. There is no significant training on how the products work.

    1 person found this review helpful
  9. 2.0
    Former Employee, more than 1 year

    Better Options

    Nov 30, 2020 - PMD Financial Advisor 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Good name to call from

    Cons

    constant changes in the program

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  10. 4.0
    Former Employee, more than 1 year

    Great Company Tough Work

    Jun 24, 2020 - Financial Advisor PMD Program in Columbia, SC
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Fast paced Great Income Opportunity

    Cons

    Tough Industry as a whole. Be prepared to put in long hours and cold calling

    1 person found this review helpful
Viewing 1 - 10 of 103 Reviews

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