Financial Advisor
merrill lynchUnited, PA
$60.00 per hourAPPLY NOW (opens in a new tab)
Financial Advisor
merrill lynchUnited, PA
4 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation$60.00 per hour
APPLY NOW (opens in a new tab)About the role
NOW HIRING:
FINANCIAL ADVISORS – MERRILL LYNCHAny 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. xhmxlyz Merrill Lynch’s platform.#Merrill Lynch #Financial Advisor #Wealth Management #Financial AdvisorJobs #Financial AdvisorRecruiting #Series7 #BankOfAmerica #Loubert ConsultingServices
Matching similar jobs
JOB OVERVIEW
Salary
$60.00 per hour
Experience level
Senior
Location
United, PA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)