Jobs · Finance · Wisconsin

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.

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