Financial Advisor

Job Description

NOW HIRING: FINANCIAL ADVISORS – MERRILL LYNCH


$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. Merrill Lynch’s platform.


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