Financial Advisor - BMO Bank

LPL Financial • Elgin, IL

7d • Onsite

About The Position

This employment opportunity at BMO Bank in South Elgin, IL would allow 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. The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. 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. 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. Your partnership includes access to proprietary technology and a suite of customized services, an open architecture platform with access to thousands of investment products from leading third-party product sponsors, resources and expertise across the firm to help you create client solutions, and the freedom to create solutions specific to your client’s goals.

Requirements

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

Responsibilities

• Build a strong client base with the Bank’s exceptional referral system
• Support clients in every stage of their financial life
• Find new clients via the bank’s client base
• Create client solutions without proprietary products
• Grow your business with LPL’s combination of tools, technology, and support
• Capitalize on the bank’s reputation and community standing

Benefits

• Access to proprietary technology and a suite of customized services
• Open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• Freedom to create solutions specific to your client’s goals
• Sales incentive compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed