Financial Advisor

Merrill Lynch

NOW HIRING: FINANCIAL ADVISORS – MERRILL LYNCH

Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.

$60M+ Portable AUM | Nationwide Opportunities

Loubert Consulting Services (LCS) is actively recruiting experienced Financial Advisors for opportunities with Merrill Lynch Wealth Management, backed by Bank of America.

We are seeking established advisors with $60 million or more in portable Assets Under Management (AUM) who are interested in exploring a career transition to one of the nation's leading wealth management platforms.

Qualifications

Minimum $60M in portable AUM
Active Series 7 or Series 66 licenses (or Series 63 and 65)
Established, transferable client relationships
Strong production history and demonstrated client retention
Commitment to delivering exceptional wealth management services

Why Merrill Lynch?

Competitive transition packages based on individual qualifications, production, and portability
Access to Bank of America's extensive banking and lending capabilities
Comprehensive investment solutions, financial planning, and wealth management resources
Advanced technology and advisor support
Opportunities to grow your practice through Merrill's national platform

The LCS Advantage

Through Loubert Consulting Services, qualified candidates receive:

Direct introductions to Merrill Lynch Market Executives and senior leadership
Confidential evaluation of potential transition opportunities
Personalized recruiting guidance throughout the process
Direct access to decision-makers without unnecessary recruiting layers

Interested in Exploring an Opportunity?

All inquiries are handled with complete confidentiality and discretion.

Send me a direct message or contact Loubert Consulting Services to arrange a confidential conversation.

Your clients. Your practice. xhyhwjd Merrill Lynch's platform.

MerrillLynch #FinancialAdvisor #WealthManagement #FinancialAdvisorJobs #FinancialAdvisorRecruiting #Series7 #BankOfAmerica #LoubertConsultingServices

Apply

Vacancy posted 9 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor in United, PA vacancy

Financial Advisor
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...
Suggested
Full time
Work at office
Flexible hours
Bankers Life
Greensburg, PA
1 day ago
Wealth Advisor
...entrepreneurs, business leaders, and multigenerational families — and the advisors who serve them — exactly where they are. If the following... ...RIA Firm, and our advisors have been featured in Barron's Top Financial Advisors.* Location: National Work Model Flexible/...
Suggested
Work at office
Remote work
Flexible hours
Certuity
United, PA
3 days ago
Professional Search, Contingent-Managing Consultant, Finance & Accounting
...the assigned search execution team in the delivery of utmost quality within the required timescales. The role is that of a trusted advisor to our clients whilst contributing to Korn Ferry International's integrated solutions sales strategy. KEY RESPONSIBLITIES/ACCOUNTABILITIES...
Suggested
Permanent employment
Full time
Temporary work
Local area
Immediate start
Korn Ferry
United, PA
3 days ago
Personal Banker
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...
Suggested
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC Financial Services Group
Greensburg, PA
4 days ago
Senior Executive Search Consultant (Financial Advisory)
$90k - $110k
...Run your own full-desk search practice placing senior advisors and leadership talent across RIAs, family offices, and investment platforms... ...: We're a specialized executive search firm focused on financial services and wealth management. We partner with RIAs, family...
Suggested
Next Level Recruiting, LLC
United, PA
5 days ago
Financial Business Consultant
...for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out. Role Description The Financial Business Consultant is a full-time, remote role responsible for delivering financial insight and advisory support to business...
Full time
Immediate start
Remote work
CIGNA HEALTH CARE - URGENT CARE
United, PA
7 days ago
Sr Plex Finance, Costing & Manufacturing Consultant
...strategic assessment and optimization engagement for a metal stamping manufacturer. The consultant will perform a deep dive into Plex financial operations, inventory accounting, purchasing transactions, costing, PPV, SCAR, month-end closing, and financial reporting while...
Contract work
Part time
Shift work
DATAMTX LLC
United, PA
9 days ago
Senior Security Compliance Analyst - PCI DSS & U.S. Federal (Remote - U.S.)
...solutions for a more connected, mobile and secure world. Entrust technologies and expertise help government agencies, enterprises and financial institutions in more than 150 countries, serve and safeguard citizens, employees and consumers. Each year, our solutions secure...
Remote work
Work from home
Relocation
Entrust
United, PA
11 days ago
Principal Security Compliance Analyst - U.S. FedRAMP
...enterprise certification objectives. This role serves as a trusted advisor to customers, auditors, regulators, executives, and internal... ...and expertise help government agencies, enterprises and financial institutions in more than 150 countries, serve and safeguard citizens...
Remote work
Relocation
Entrust
United, PA
11 days ago
Chief Risk Officer
...Responsibilities: Own enterprise-wide risk management, including market, credit, liquidity, and operational risk for a physical and financial energy trading business Define and govern the firm's risk appetite, enterprise risk management (ERM) framework, policies, and...
Work at office
Talisman Corporation
United, PA
17 hours ago
Teller
...As a Teller at First Commonwealth, you will live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each employees plays in delivering on our Customer Service...
Live out
Work at office
First Commonwealth Bank
Greensburg, PA
2 days ago
Financial Services Sales Rep
$100k
About the Company Paydora Pay is seeking motivated Account Executives to help businesses reduce payment-processing costs through competitive technology, transparent pricing, and dedicated support. About the Role Compensation includes commission-based income, with...
Hourly pay
For contractors
Paydora Pay
United, PA
3 days ago
Private Money Loan Officer
...short-term bridge financing. Excellent interpersonal, communication and presentation skills. Ability to analyze and organize financial information and perform financial calculations. Ability to structure the loans according to the customer's needs and the bank's...
Temporary work
Start working today
Work at office
American Heritage Lending, LLC
United, PA
6 days ago
Lead Teller
$18.75 - $25 per hour
...Pennsylvania 15601 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... .... Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...
Hourly pay
Work experience placement
Shift work
Day shift
KeyCorp
Greensburg, PA
17 hours ago
Grants Consultant
1mpact First is looking for a Senior Salesforce Business Analyst with prior experience working for Big-4 management consulting firms. We work with public sector clients (primarily City and State agencies) utilizing smaller engagement teams. Our projects run the gamut ranging...
Permanent employment
1mpact First
United, PA
3 days ago
Commercial Lender - Greensburg
Job Description Job Description Commercial Lender – Greensburg, PA We have an exciting opportunity for a motivated Commercial Lender to join an expanding commercial banking team serving the Greensburg market. Our client is seeking a banker who enjoys business...
MRINetwork Jobs
Greensburg, PA
28 days ago
Financial Center Associate (Teller) - Scottdale, PA
...Description Job Description A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Full-Time Financial Center Associate to join our team in Scottdale, PA. We believe that our ongoing success depends upon a skilled, satisfied and...
Full time
Remote work
Flexible hours
Night shift
Mid Penn Bank - Millersburg Branch
Scottdale, PA
25 days ago
Manager Investor Compliance
...The Manager of Investor Compliance & Conveyance leads the specialized teams responsible for protecting Safeguard Properties from financial risk during the post-sale property preservation life cycle. When clients prepare to convey properties to investors like Fannie Mae...
For contractors
Work at office
Shift work
Safeguard Properties
United, PA
6 days ago
Business Development Officer - RIA Channel
$100k - $150k
...description below. Grantd is an AI-powered equity compensation platform built by Certified Financial Planners and Certified Equity Professionals. We help financial advisors turn complex equity compensation — RSUs, stock options, ESPPs, AMT exposure — into a scalable...
Ongoing contract
Remote work
Grantd
United, PA
5 days ago
Scientific Portfolio Manager
Pathfinder Oncology, Inc. Pathfinder Oncology, Inc. (PFO) — — is a dynamic oncology company headquartered in Chapel Hill, North Carolina. Founded with agility and purpose, PFO is committed to guiding clients through the complexities of cancer care with personalized ...
Immediate start
Remote work
Pathfinder Oncology
United, PA
9 days ago
Clinical Portfolio Manager
Pathfinder Oncology, Inc. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. Pathfinder Oncology, Inc. (PFO) — — is a dynamic oncology company headquartered in Chapel Hill, North Carolina. Founded with agility and purpose...
Immediate start
Pathfinder Oncology
United, PA
9 days ago
Financial Analyst
...strong business partnerships. Team members work in a collaborative environment with opportunities to contribute to operational and financial decision-making. The company offers roles that support its continued growth and long-term stability. Apply (by clicking the...
Full time
Remote work
Waldron Of Maryland Inc
United, PA
6 days ago
Construction Industry Advisor
...helping general contractors deliver better outcomes for owners. Role Description FlowManual is putting together a group of advisors (construction executives and preconstruction leaders) to help shape what we build. We want to go deeper into the problems we're...
Part time
For contractors
For subcontractor
Immediate start
Remote work
FlowManual (YC S26)
United, PA
3 days ago
Strategic Advisor
...management, pathology, etc. You've personally dealt with payer underpayments, slow appeals, or claim denials You make or influence financial decisions for your practice Compensation: Performance-based incentives. xhyhwjd Providers who are eligible for services who...
Part time
Remote work
MedResolutions
United, PA
3 days ago
Legal Funding Manager
Description Take the next step in your career now, scroll down to read the full role description and make your application. ?JOIN OUR TEAM- Legal Funding Manager position at RapidFunds! This is a remote position. I'm excited to share an opportunity to join the...
Work at office
Remote work
RapidFunds
United, PA
3 days ago
Enterprise Pre-Sales Consultant - CPaaS
Comviva is looking for an experienced Enterprise Pre-Sales Consultant with strong expertise in Pre-Sales, Solutioning, and the CPaaS domain to join our team in the U.S. ? Location: Dallas, TX (Preferred) | New York (Secondary) | Other U.S. locations may be considered...
Full time
Worldwide
Paradigm Global Consulting
United, PA
2 days ago
Investment Analyst - Intern
...maps and identify emerging categories across sport, technology and culture. Evaluate investments Analyze business models, financials, markets, founders, competitors, valuations and return potential. Develop a view on the question that matters: Would you invest,...
Internship
Talisman
United, PA
3 days ago
Board Advisor
...Board Advisor, Growth & Strategic Relationships Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. Location: Remote / Flexible Partners with: Founders & Managing Partners Company: Selective Insight...
Immediate start
Remote work
Flexible hours
Selective Insight
United, PA
5 days ago
Startup Growth Advisor (Sales)
$100k
..., education, and expert guidance Founders need to raise capital, find customers, and build world-class teams. As a Startup Growth Advisor , you'll play a key role in helping Founders unlock those resources and turn their ideas into incredible companies. Experience,...
Startups.com
United, PA
5 days ago
Member of the Board of Advisors
...protection as hospital executives navigate workforce shortages, financial penalties under value-based care, and regulatory mandates.... ...backgrounds, experiences, and industries. xhyhwjd Apply today to become a key advisor in shaping the future of AI-driven navigation!...
NovaNav
United, PA
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!