Financial Advisor - BMO Bank

About the role

This employment opportunity at BMO Bank in Corcoran, 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
• 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
• Benefit from LPL’s experience helping financial institutions grow and maximize their investment programs

Requirements

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

Qualifications

• Strong client relationship management skills
• Ability to work independently and manage time effectively
• Excellent communication and interpersonal skills

Benefits

• Access to proprietary technology and a suite of 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 you create client solutions
• The freedom to create solutions specific to your client’s goals

Skills

• Strong client relationship management skills
• Ability to work independently and manage time effectively
• Excellent communication and interpersonal skills

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.