Financial Advisor - Bmo Bank

LPL Financial

Chico, CA, United States
Base: 100,000 - 140,000 usd; bonus/equity: sales i...
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Build strong client base
Utilize proprietary technology tools
Create client-specific financial solutions
** BMO Bank, in partnership with LPL Financial, is seeking a Financial Advisor in Chico, CA, to support clients in their financial journeys. The role offers opportunities for growth and access to a robust referral system, alongside necessary licenses and experience in investment sales. **

Job Summary

  • This position will offer the ability to build a strong client base with the Bank’s exceptional referral system and several branch territories with significant deposit base.
  • You will benefit from LPL Financial’s proprietary technology, open architecture platform, and resources to create customized client solutions.
  • The role provides an opportunity to grow your career and business while helping clients and families with their financial needs.

Matching Summary

Match Score: 75

** BMO Bank, in partnership with LPL Financial, is seeking a Financial Advisor in Chico, CA, to support clients in their financial journeys. The role offers opportunities for growth and access to a robust referral system, alongside necessary licenses and experience 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
  • Utilize proprietary technology tools
  • Create client-specific financial solutions
  • Leverage bank referral system
  • Support clients’ financial goals

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter