Financial Advisor - BMO Bank
About the role
This employment opportunity at BMO Bank in Sauk City, WI allows 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.
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 extensive client base
- Create client solutions without using proprietary products
- Grow your business with LPL's comprehensive 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 Investment Program at BMO Bank supports the local community by offering a complete menu of financial services. You will join a dedicated team focused on assisting clients at every stage of their financial journey.
Skills
As an advisor associated with LPL Financial, you benefit from:
- Access to proprietary technology and customized services
- An open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help create client solutions
- The freedom to tailor solutions specifically to your clients' goals
Benefits
Your partnership with LPL Financial includes:
- Comprehensive support for your career growth and business development
- Opportunities to leverage LPL's experience in helping financial institutions succeed
- The chance to grow your business within the respected framework of BMO Bank
Pay
The salary range for this position is $80,000 - $120,000, depending on various factors including your skills, experience, and work location. This role is also eligible to earn sales incentive compensation.
Schedule
The schedule for this position is not specified in the job posting.