Financial Advisor — Grow Clients with Open Architecture

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

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.