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
$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
Financial Advisor in United States at Merrill Lynch
This position is listed as full time and onsite. It was posted 2 days ago.