Associate Financial Advisor — Build Your Own Client Base

lplfinancial; Phoenix (AZ); On-site; USD 100,000 - 140,000; Full time

Job summary

LPL Financial, in partnership with BMO Bank in Phoenix, AZ, invites a Financial Advisor to join the Investment Program at BMO Bank. You will help clients achieve their financial goals by building a client base through the bank's referrals and delivering tailored solutions with LPL's open architecture platform.

Required credentials include Series 7 and 66, an insurance license, and at least three years of investment sales experience; the role provides growth opportunities and eligibility for

Qualifications

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Job description

LPL Financial, in partnership with BMO Bank in Phoenix, AZ, invites a Financial Advisor to join the Investment Program at BMO Bank. You will help clients achieve their financial goals by building a client base through the bank's referrals and delivering tailored solutions with LPL's open architecture platform.

Required credentials include Series 7 and 66, an insurance license, and at least three years of investment sales experience; the role provides growth opportunities and eligibility for