Financial Advisor - BMO Bank

LPL Financial; Bakersfield (CA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Access to proprietary technology

Open architecture platform

Resources for client solutions

Job summary

LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in Bakersfield, CA. In this role, you will build a client base while servicing existing clients, leveraging the Bank’s exceptional referral system to help people achieve their financial goals.

Required are Series 7 and 66 (63/65) licenses, an insurance license, and a minimum of three years in investment sales. You'll benefit from LPL’s tools, technology, support, and the reputation of BMO Bank in your community.

Qualifications

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

Responsibilities

• Build a strong client base using the Bank’s referral system.
• Provide financial solutions tailored to clients' needs.
• Service an existing book of business upon hire.

Skills

Investment sales experience

Client relationship management

Financial planning

Education

Series 7 and 66 (63/65)

Insurance license

Job description

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Bakersfield, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire [IF APPLICABLE]
• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals [IF APPLICABLE]
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

Partner Benefits

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third‑party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Requirements

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

Pay Range: 100,000 - 140,000