Financial Advisor - Bmo Bank

LPL Financial

Berkeley, CA, United States
Base: 100,000 - 140,000 usd; bonus/equity: sales i...
Not specified (assumed in-person based on banking context)
Build strong client base
Create customized client solutions
Utilize proprietary technology and tools
LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in Berkeley, CA. The role focuses on helping clients navigate their financial needs while leveraging the bank's client base and resources. Candidates should have the necessary licenses and a background in investment sales

Job Summary

  • This position allows you to grow your career and business while helping individuals and families with their financial solutions.
  • You will benefit from access to proprietary technology, a wide range of investment products, and firm-wide expertise to create client solutions.
  • The role offers the opportunity to build a strong client base through the bank’s referral system and significant deposit base.

Matching Summary

Match Score: 85

LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in Berkeley, CA. The role focuses on helping clients navigate their financial needs while leveraging the bank's client base and resources. Candidates should have the necessary licenses and a background in investment sales.

Salary

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

Skills & Requirements

Must-have

  • Build strong client base
  • Create customized client solutions
  • Utilize proprietary technology and tools
  • Leverage bank referral system
  • Support clients’ financial goals

Nice-to-have

  • Grow business with technology and support
  • Capitalize on bank’s community reputation
  • Work in a team dedicated to client success

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter