Financial Advisor - BMO Bank

LPL Financial; California (MO); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Access to proprietary technology

Comprehensive support and resources

Job summary

LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in California. This role allows you to build a strong client base through the Bank's referral system and create client solutions tailored to individual financial goals.

The position requires Series 7 and 66 licenses, along with a valid insurance license. Successful candidates will have a minimum of three years of investment sales experience and the potential to earn a salary between $100,000 and $140,000, depending on experience and location.

Qualifications

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

Responsibilities

• Build a strong client base with the Bank’s exceptional referral system.
• Create client solutions without proprietary products.
• Capitalize on the bank’s reputation and community standing.

Skills

Investment sales experience

Client relationship management

Financial planning

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 Santa Cruz, 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 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

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.