Associate Financial Advisor – Growth with Open Architecture

LPL Financial; Tucson (AZ); On-site; USD 100,000 - 140,000; Full time

Job summary

LPL Financial, in partnership with BMO Bank in Tucson, AZ, seeks an Associate Financial Advisor to join their Investment Program. This role offers an exceptional opportunity to grow your client base using the bank’s robust referral system and access to various investment products.

Candidates should have a Series 7 and 66 licenses and at least three years of investment sales experience. The position has a salary range of $100,000 to $140,000, dependent on skill and experience.

Qualifications

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

Responsibilities

• Build a strong client base through the bank’s referral system.
• Create client solutions using various investment products.
• Utilize LPL's tools and technology to grow your business.

Skills

Investment sales experience

Client relationship management

Financial technology knowledge

Job description

LPL Financial, in partnership with BMO Bank in Tucson, AZ, seeks an Associate Financial Advisor to join their Investment Program. This role offers an exceptional opportunity to grow your client base using the bank’s robust referral system and access to various investment products.

Candidates should have a Series 7 and 66 licenses and at least three years of investment sales experience. The position has a salary range of $100,000 to $140,000, dependent on skill and experience.