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Financial Advisor

L5

merrill lynchSouth Milwaukee, WItoday

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
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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Apply now (opens in a new tab)

Level

SeniorL5

Location

South Milwaukee, WI

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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