Financial Advisor - Bmo Bank

LPL Financial

Sauk City, WI, United Kingdom
Base: 80,000 - 120,000; bonus/equity: sales incent...
Not specified
Build strong client base
Create client financial solutions
Utilize proprietary technology tools
LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in Sauk City, WI. This role offers an opportunity to build a client base supported by the bank's referral system and provides access to a wide range of investment products and tools to create tailored financial solutions

Job Summary

  • This position allows you to grow your career and business by helping individuals and families with their financial goals.
  • You will join a team dedicated to supporting clients in every stage of their financial life with a complete menu of financial services.
  • As an advisor associated with LPL Financial, you benefit from proprietary technology, customized services, and access to thousands of investment products.

Matching Summary

Match Score: 85

LPL Financial is seeking a Financial Advisor to join the Investment Program at BMO Bank in Sauk City, WI. This role offers an opportunity to build a client base supported by the bank's referral system and provides access to a wide range of investment products and tools to create tailored financial solutions.

Salary

Base: 80,000 - 120,000; Bonus/Equity: Sales incentive compensation eligible; Benefits: Not specified

Skills & Requirements

Must-have

  • Build strong client base
  • Create client financial solutions
  • Utilize proprietary technology tools
  • Support local community financial needs
  • Leverage bank referral system

Nice-to-have

  • Grow business with technology support
  • Work with open architecture investment platform
  • Capitalize on bank’s community reputation

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter