Financial Advisor - BMO Bank

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

Job summary

LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in Burlingame, CA. In this role, you will leverage the bank's exceptional referral system to build a strong client base and support clients in achieving their financial goals.

The position requires Series 7 and 66 licenses, alongside three or more years of investment sales experience. Compensation ranges from $100,000 to $140,000, depending on skills and location.

Qualifications

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

Responsibilities

• Build a strong client base using the bank's referral system.
• Create solutions without proprietary products.
• Support clients in achieving their financial goals.

Skills

Investment sales experience

Client relationship management

Proprietary technology access

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 Burlingame, 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.

Position Highlights

• 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
• 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

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• 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

Whatever your vision of success, we’re with you every step of the way.

Requirements

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

Compensation

Pay Range: $100,000 - $140,000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.