Financial Advisor - BMO Bank
About the role
This employment opportunity at BMO Bank in Santa Cruz, CA 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 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 attract clients
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 passion for building relationships with clients. A successful candidate will be able to demonstrate a commitment to providing high-quality service and advice to clients.
Skills
Strong interpersonal skills, excellent communication abilities, and a deep understanding of financial products and services are essential. Proficiency in Microsoft Office and a solid grasp of financial concepts are also beneficial.
Benefits
LPL Financial offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off. The company also provides ongoing training and development opportunities to help advisors grow their careers.
Pay
The salary range for this position is $100,000 - $140,000, depending on experience and other factors. This position is also eligible to earn sales incentive compensation.
Schedule
The schedule for this position is flexible and will be determined based on the needs of both the client and the advisor.