Financial Advisor — Growth, Open‑Architecture Solutions

LPL Financial; Phoenix (AZ); On-site; USD 100,000 - 140,000; Full time

Job summary

LPL Financial, in partnership with BMO Bank in Phoenix, seeks a Financial Advisor to help clients achieve their financial goals. You will operate under the LPL model, leveraging its guidance, products, and support, while you grow your client base in the Bank’s network.

Requirements include Series 7 and 66, an insurance license, and 3+ years of investment sales experience. The role offers a lucrative pay range with incentive potential, and salary is aligned with the market in Phoenix.

Qualifications

• Series 7 and 66 required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Build and grow a client base through the bank's referral network.
• Work with clients to develop financial solutions aligned to goals.
• Utilize LPL’s open-architecture platform and tools to customize portfolios.

Skills

Series 7

Series 66

Insurance license

Investment sales experience

Job description

LPL Financial, in partnership with BMO Bank in Phoenix, seeks a Financial Advisor to help clients achieve their financial goals. You will operate under the LPL model, leveraging its guidance, products, and support, while you grow your client base in the Bank’s network.

Requirements include Series 7 and 66, an insurance license, and 3+ years of investment sales experience. The role offers a lucrative pay range with incentive potential, and salary is aligned with the market in Phoenix.