Financial Advisor – Growth & Client Solutions

LPL Financial; Elgin (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Proprietary technology access

Open architecture platform

Sales support and resources

Job summary

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This opportunity at BMO Bank in South Elgin, IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial.

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, with access to our proprietary technology and a suite of customized services and thousands of investment

Qualifications

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

Responsibilities

• Build a strong client base using the bank’s referral system.
• Provide client solutions using open-architecture investment products.
• Grow your business with LPL’s tools, technology and support.

Skills

Investment sales

Series 7 & 66 lic.

Insurance license

Job description

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This opportunity at BMO Bank in South Elgin, IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial.

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, with access to our proprietary technology and a suite of customized services and thousands of investment