Financial Advisor - Growth, Open-Architecture Solutions

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

Job summary

LPL Financial is seeking a Financial Advisor to partner with BMO Bank in Milwaukee, WI. This role involves helping clients throughout their financial journey while utilizing the bank's referral system to build your business.

The ideal candidate will have Series 7 and 66 licenses along with investment sales experience. The position offers a competitive salary range of $80,000 - $120,000 and is eligible for sales incentives.

Qualifications

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

Responsibilities

• Partner with a Financial Advisor to assist clients.
• Build a strong client base utilizing bank referrals.
• Create tailored client solutions using various investment products.

Skills

Investment sales experience

Client relationship management

Financial product knowledge

Education

Series 7

Series 66 (63/65)

Insurance license

Job description

LPL Financial is seeking a Financial Advisor to partner with BMO Bank in Milwaukee, WI. This role involves helping clients throughout their financial journey while utilizing the bank's referral system to build your business.

The ideal candidate will have Series 7 and 66 licenses along with investment sales experience. The position offers a competitive salary range of $80,000 - $120,000 and is eligible for sales incentives.