Financial Advisor - BMO Bank

About the role

This employment opportunity at BMO Bank in Indian Wells, CA allows you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial.

Responsibilities

• Build a strong client base with the Bank’s exceptional referral system
• Find new clients via the bank’s client base
• Create client solutions without proprietary products
• Grow your business with LPL’s combination of tools, technology, and support
• Capitalize on the bank’s reputation and community standing

Requirements

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

Pay

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.