Financial Advisor - BMO Bank
About The Position
This employment opportunity at BMO Bank in Des Moines, IA 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 our 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. Whatever your vision of success, we’re with you every step of the way.
Requirements
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Responsibilities
- Service an existing book of business upon hire
- Build a strong client base with the Bank’s exceptional referral system
- 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
- Sales incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
