Associate Advisor - BMO Bank
About the role
This employment opportunity at BMO Bank in Sarasota, FL allows you to join the Investment Program at BMO Bank as an Associate Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.
Responsibilities
- Build a strong client base with the Bank’s exceptional referral system
- Manage several branch territories with significant deposit bases, including current clients needing an advisor
- Find new clients through the bank's client base
- Create client solutions without proprietary products
- Grow your business with LPL’s combination of tools, technology, and support
- Benefit from LPL’s experience in helping financial institutions grow and maximize their investment programs
- Utilize the bank’s reputation and community standing to capitalize on opportunities
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Qualifications
The ideal candidate will have a proven track record in investment sales and a strong understanding of financial planning and wealth management. A passion for building relationships and a commitment to excellence are essential.
Skills
Strong interpersonal skills, excellent communication abilities, and the ability to work independently and as part of a team are crucial. Proficiency in Microsoft Office and a solid understanding of financial products and services are also beneficial.
Benefits
LPL Financial offers comprehensive benefits, including health insurance, retirement plans, and paid time off. Additionally, there are opportunities for professional development and growth within the company.
Pay
The salary range for this position is $80,000 - $120,000, depending on experience and other factors. This position is also eligible to earn sales incentive compensation.
Schedule
The schedule for this position is typically Monday through Friday, with some flexibility based on client needs.
Contact Information
To apply, please submit your application online at: [Insert Application Link]