Financial Advisor - Growth, Open-Architecture Solutions

LPL Financial; Milwaukee (WI); Sur place; USD 80 000 - 120 000; Plein temps

Résumé du poste

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.

Responsabilités

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

Connaissances

Investment sales experience

Client relationship management

Financial product knowledge

Formation

Series 7

Series 66 (63/65)

Insurance license

Description du poste

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.