Wealth Advisor — Open-Architecture Platform & Growth

LPL Financial; Madison (WI); Vor Ort; USD 80.000 - 120.000; Vollzeit

Zusammenfassung

LPL Financial is seeking a Financial Advisor associated with BMO Bank in Madison, WI. This exciting opportunity allows you to service an existing client base and build strong client relationships through the bank’s referral system.

The ideal candidate will possess Series 7 and 66 licenses, as well as a valid insurance license. This position offers a competitive salary range between $80,000 and $120,000, dependent on skills and experience, along with sales incentive compensation.

Qualifikationen

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

Aufgaben

• Service an existing book of business upon hire.
• Build a strong client base with the Bank’s referral system.
• Create customized investment solutions for clients.

Kenntnisse

Investment sales experience

Client relationship management

Regulatory compliance knowledge

Jobbeschreibung

LPL Financial is seeking a Financial Advisor associated with BMO Bank in Madison, WI. This exciting opportunity allows you to service an existing client base and build strong client relationships through the bank’s referral system.

The ideal candidate will possess Series 7 and 66 licenses, as well as a valid insurance license. This position offers a competitive salary range between $80,000 and $120,000, dependent on skills and experience, along with sales incentive compensation.