Financial Advisor — Grow Client Base & Solutions

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

Job summary

LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using the bank’s resources and referral system.

Requirements include having a Series 7 and 66 license and three years of investment sales experience. The position offers a competitive salary range of $100,000 - $140,000 dependent on skills and experience.

Qualifications

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

Responsibilities

• Join a team dedicated to helping clients in every stage of their financial life.
• Build a strong client base with the bank’s referral system.
• Create client solutions without proprietary products.

Job description

LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using the bank’s resources and referral system.

Requirements include having a Series 7 and 66 license and three years of investment sales experience. The position offers a competitive salary range of $100,000 - $140,000 dependent on skills and experience.