Financial Advisor Job at Merrill Lynch, New York, NY

  • Merrill Lynch
  • New York, NY

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

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