Growth‑Oriented Financial Advisor Associate

LPL Financial; Barrington (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

LPL Financial partners with banks to offer a complete menu of financial services. This opportunity at BMO Bank in Barrington, IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial.

Under this model Financial Advisors are not employees of LPL Financial. You will benefit from an open architecture platform with access to thousands of investment products, and you can grow your business through the bank’s client base, referrals, and LPL’s

Qualifications

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

Responsibilities

• Build a strong client base using the bank’s exceptional referral system.
• Leverage branch territories with significant deposit base to support client goals.
• Find new clients through the bank’s client base and network.
• Create client solutions without proprietary products.

Skills

Investment sales experience

Education

Series 7 license

Series 66 license (63/65)

Insurance license

Job description

LPL Financial partners with banks to offer a complete menu of financial services. This opportunity at BMO Bank in Barrington, IL would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial.

Under this model Financial Advisors are not employees of LPL Financial. You will benefit from an open architecture platform with access to thousands of investment products, and you can grow your business through the bank’s client base, referrals, and LPL’s