Financial Advisor - BMO Bank
About the role
This employment opportunity at BMO Bank in San Francisco, CA allows you to join the Investment Program at BMO 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 network
- Create comprehensive client solutions without using proprietary products
- Grow your business with LPL’s array of tools, technology, and support
- Benefit from LPL’s experience in helping financial institutions expand and optimize their investment programs
- Utilize the bank’s reputation and community standing to attract clients
Requirements
- Series 7 and 66 (63/65) licenses 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. Strong communication skills and a commitment to excellence are essential.
Skills
Proficiency in financial planning, client relationship management, and the ability to navigate complex financial systems are key skills for this role.
Benefits
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
- Resources and expertise across the firm to assist in creating client solutions
- The freedom to tailor solutions to individual client needs
Pay
The salary range for this position is $100,000 - $140,000, depending on various factors including experience and skill level. This position is also eligible to earn sales incentive compensation.
Schedule
The schedule for this role is flexible and tailored to the needs of both the advisor and the bank. Advisors are expected to meet with clients regularly and manage their own business development activities.