Financial Advisor Job at Merrill Lynch, United States

  • Merrill Lynch
  • United States

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.

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

Job Tags

Immediate start

Similar Jobs

InnovAge

Center Director Job at InnovAge

 ...Physical attendance at an InnovAge facility and/or an InnovAge participant home is essential to performing the job duties. Administration Responsible to achieve 5 pillar objectives and KPI results, including: People: employee engagement score Service:... 

Quincy Bioscience

Product Development Manager (Remote) Job at Quincy Bioscience

 ...Quincy Bioscience (QB), a biotechnology company headquartered in Middleton, WI is searching for a Product Development Manager - remote work available. This Product Develop Manager is responsible for leading projects that bring new products to market. QB offers a comfortable... 

Cynet Health

Travel Nurse RN - Progressive Care Unit - $2,185 per week in Roanoke, VA Job at Cynet Health

 .... The facility may call off one shift every two weeks. The nurse must work one holiday during the 13-week contract. First-time travelers are accepted. The unit typically has a patient ratio of 1:5, with a goal of 1:4. This is a hybrid unit consisting of PCU beds and... 

Circle Logistics

Class A CDL A Flatbed Owner Operator Truck Drivers- Consistent Round Trip Loads Job Job at Circle Logistics

Class A CDL A Flatbed Owner Operator Truck Drivers- Consistent Round Trip Loads JobCDL A Flatbed Owner Operators- Consistent Round Trip Loads- Primary delivery areas to Midwest, East Coast and Southern regions, (No NYC)- Avgs $1.80/ mile, ROUND TRIP ALL MILES, after... 

Resorts World New York City

Barback Job at Resorts World New York City

Job Responsibilities The Food Runner responsibilities include expediting the food serving process by running food orders that are submitted through the POS system, assisting the wait staff as needed, as well as expediting the kitchen line on occasions. ...