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Financial Advisor

merrill lynchSaint Paul, MN

2 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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About the role

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.#Merrill Lynch #Financial Advisor #Wealth Management #Financial AdvisorJobs #Financial AdvisorRecruiting #Series7 #BankOfAmerica #Loubert ConsultingServices

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JOB OVERVIEW

Experience level

Senior

Location

Saint Paul, MN

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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