Financial Advisor - Bmo Bank

LPL Financial

Indian Wells, CA, US
Base: 100,000 - 140,000; bonus/equity: sales incen...
Not specified
Building strong client relationships
Creating customized financial solutions
Utilizing proprietary technology tools
LPL Financial is hiring a Financial Advisor for BMO Bank in Indian Wells, CA. This role focuses on providing a full range of financial services to clients, leveraging the bank's referral system and LPL's technology and support

Job Summary

  • This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
  • You will join a team that is dedicated to helping clients in every stage of their financial life.
  • As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients.

Matching Summary

Match Score: 85

LPL Financial is hiring a Financial Advisor for BMO Bank in Indian Wells, CA. This role focuses on providing a full range of financial services to clients, leveraging the bank's referral system and LPL's technology and support.

Salary

Base: 100,000 - 140,000; Bonus/Equity: Sales incentive compensation eligible; Benefits: Not specified

Skills & Requirements

Must-have

  • Building strong client relationships
  • Creating customized financial solutions
  • Utilizing proprietary technology tools
  • Accessing diverse investment products
  • Leveraging bank referral system

Nice-to-have

  • Supporting local community financial needs
  • Growing business with technology support
  • Partnering with financial institutions

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter