Financial Advisor - BMO Bank

About the role

This employment opportunity at BMO Bank in Oakland, 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 using proprietary products
• Grow your business with 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

Pay

The salary range is $100,000 - $140,000, depending on various factors including the applicant's skills, experience, and work location. This position is also eligible to earn sales incentive compensation.