Financial Advisor: Open-Architecture Investment Practice

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

Job summary

LPL Financial is seeking Financial Advisors to join the Investment Program at BMO Bank in Manhattan Beach, CA. This partnership lets you help clients with a full range of financial services and grow your practice through the bank’s referral network.

You’ll use LPL’s tools and support to tailor investment solutions, with compensation including a base range plus incentives. Series 7/66 and an insurance license are required, with 3+ years of investment sales experience.

Qualifications

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

Responsibilities

• Build a client base through the bank’s referral network.
• Find new clients via the bank’s client base.
• Create client solutions without proprietary products.
• Grow your business with LPL’s tools, technology, and support.

Skills

Investment sales experience

Series 7/66 licensing

Insurance license

Job description

LPL Financial is seeking Financial Advisors to join the Investment Program at BMO Bank in Manhattan Beach, CA. This partnership lets you help clients with a full range of financial services and grow your practice through the bank’s referral network.

You’ll use LPL’s tools and support to tailor investment solutions, with compensation including a base range plus incentives. Series 7/66 and an insurance license are required, with 3+ years of investment sales experience.