Financial Advisor
Merrill Lynch Wealth Management
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. xuwmhxw Merrill Lynch’s platform. #MerrillLynch #FinancialAdvisor #WealthManagement #FinancialAdvisorJobs #FinancialAdvisorRecruiting #Series7 #BankOfAmerica #LoubertConsultingServices
Vacancy posted 3 days ago
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