Financial Advisor - BMO Bank
About the role
This employment opportunity at BMO Bank in Burlingame, 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 network
- Create comprehensive client solutions without proprietary products
- Grow your business using LPL's suite 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) 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, a strong understanding of financial planning, and the ability to build and maintain relationships with clients.
Skills
Strong interpersonal skills, excellent communication abilities, and a deep understanding of financial markets and products are essential.
Benefits
Access to proprietary technology and customized services provided by LPL Financial, an open architecture platform with access to thousands of investment products, resources and expertise across the firm to help create client solutions, and the freedom to tailor solutions to individual client needs.
Pay
The salary range is $100,000 - $140,000, dependent on experience and other factors. This position is also eligible to earn sales incentive compensation.
Schedule
Details regarding the schedule are not specified in the job posting.