Growth-Focused Financial Advisor | Open Architecture Platform

LPL Financial; Cedar Rapids (IA); On-site; USD 80,000 - 120,000; Full time

Job summary

LPL Financial partners with banks to offer a complete menu of financial services, and this opportunity at BMO Bank in Cedar Rapids, IA positions you as a Financial Advisor associated with LPL Financial. You are not an employee of LPL Financial, but you will work within the Investment Program at BMO Bank to serve clients.

You will service an existing book, build a client base via the bank’s referral network, and uncover new clients while delivering client solutions with LPL’s tools and support.

Qualifications

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

Responsibilities

• Service an existing book of business upon hire.
• Grow a strong client base through the bank’s referral system.
• Find new clients via the bank’s client base and create client solutions without proprietary products.

Skills

Series 7 & 66

Insurance license

Investment sales experience

Job description

LPL Financial partners with banks to offer a complete menu of financial services, and this opportunity at BMO Bank in Cedar Rapids, IA positions you as a Financial Advisor associated with LPL Financial. You are not an employee of LPL Financial, but you will work within the Investment Program at BMO Bank to serve clients.

You will service an existing book, build a client base via the bank’s referral network, and uncover new clients while delivering client solutions with LPL’s tools and support.