Financial Advisor - BMO Bank

LPL Financial; Monona (WI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Access to proprietary technology

Open architecture platform

Customized services

Job summary

LPL Financial is seeking a Financial Advisor at BMO Bank in Monona, WI. This role offers the opportunity to service an existing book of business while building a client base with the bank's referral system. Candidates must have a Series 7 and 66 (or 63/65) license, as well as an insurance license, coupled with at least three years of investment sales experience. Competitive pay ranges from $80,000 to $120,000, along with potential sales incentives.

Qualifications

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

Responsibilities

• Join the Investment Program at BMO Bank as a Financial Advisor.
• Service existing client base and help clients achieve their financial goals.
• Build a strong client base utilizing the Bank’s referral system.

Skills

Investment sales experience

Client relationship management

Financial advisory

Job description

Overview

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Monona, WI 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.

Benefits

• The ability to service an existing book of business upon hire
• 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

Partnership Perks

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

Employment is with BMO Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Bank.

Tracking #: 1-05026674

Pay Range: 80,000 – 120,000. 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.