Financial Advisor - BMO Bank
LPL Financial · Milwaukee, WI · 2 wk ago
FinanceFull-time
Responsibilities
- The ability to build a strong client base with the Bank’s exceptional referral system
- The opportunity to find new clients via the bank’s client base
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with LPL’s combination of tools, technology, and support
- The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the bank’s reputation and community standing
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Qualifications
Your partnership includes:
- Access to our 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
Pay
$80,000 - $120,000 per year
Schedule
This position is full-time.