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DrNick View Drop Down
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Joined: Oct/31/2016
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Post Options Post Options   Thanks (0) Thanks(0)   Quote DrNick Quote  Post ReplyReply Direct Link To This Post Topic: Hi everybody!
    Posted: Oct/31/2016 at 10:35am
I started a week ago with Merrill Lynch as a TFA. I'm going to be doing business development for a team of three financial advisors. My background is in sales. After school I worked at Xerox for 3 years before moving into the software industry selling SaaS products. I'm 34 years old and will be spending the next couple months sitting for the Series 7 and 66. I went to Northwestern University for my B.S. in Mathematics and  I got my MBA at Notre Dame.
 
The advisors that I'm working for are looking to retire within 10 years. (They are 60 and want to retire before 70). I've known the team for around 5 years (prior to working with them) so I'm not worried about them screwing me or anything.
 
Looking forward to learning more about the industry.
 
Thanks!
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anonymous View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote anonymous Quote  Post ReplyReply Direct Link To This Post Posted: Oct/31/2016 at 10:51am
Welcome, DrNick! It sounds like you've found a great opportunity. Just take your time studying for the licensing exams (they're no joke and should require a minimum of 6 months prep) and follow the directions of your friends. By next year you'll be working with many clients and be on your way to a million dollar practice. Merrill is the gold standard with HNW individuals. If there's questions we can answer, fire away!

"Just do shit. It doesnt matter what as long as it gets you and your name in front of people" - Sportsfreak
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