Financial Advisor - Open-Architecture Growth & Client Solutions

LPL Financial; Bakersfield (CA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Access to proprietary technology

Open architecture platform

Resources for client solutions

Job summary

LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in Bakersfield, CA. In this role, you will build a client base while servicing existing clients, leveraging the Bank’s exceptional referral system to help people achieve their financial goals.

Required are Series 7 and 66 (63/65) licenses, an insurance license, and a minimum of three years in investment sales. You'll benefit from LPL’s tools, technology, support, and the reputation of BMO Bank in your community.

Qualifications

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

Responsibilities

• Build a strong client base using the Bank’s referral system.
• Provide financial solutions tailored to clients' needs.
• Service an existing book of business upon hire.

Skills

Investment sales experience

Client relationship management

Financial planning

Education

Series 7 and 66 (63/65)

Insurance license

Job description

LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in Bakersfield, CA. In this role, you will build a client base while servicing existing clients, leveraging the Bank’s exceptional referral system to help people achieve their financial goals.

Required are Series 7 and 66 (63/65) licenses, an insurance license, and a minimum of three years in investment sales. You'll benefit from LPL’s tools, technology, support, and the reputation of BMO Bank in your community.