Exciting Financial Advisor Opportunities at BMO Bank N.A. USA

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Build Your Banking Career Exciting Financial Advisor Jobs

Job Description Financial Advisor at BMO Bank N.A.

Embark on a rewarding banking career as a financial advisor with BMO Bank N.A. in Palo Alto, CA, through a partnership with LPL Financial. As a financial advisor, you are not an employee of LPL Financial but part of the BMO Bank N.A. Investment Program.

Financial Advisor Opportunities at BMO Bank N.A. USA
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Qualifications for Financial Advisor Jobs

To excel in a financial advisor role, you’ll need:

  • Client Service: Ability to manage an existing book of business from day one.
  • Client Base: Capability to build a strong client base using the bank’s exceptional referral system.
  • Territory: Access to multiple branch territories with significant deposits and clients needing financial guidance.
  • Licenses: Series 7 and 66 (or 63/65) licenses are required.
  • Insurance License: Necessary for providing comprehensive financial advice.
  • Experience: At least three years of investment sales experience.

Benefits of a Banking Career as a Financial Advisor

When you join as a financial advisor, you enjoy:

  • Technology and Services: Access to proprietary technology and a suite of customized services.
  • Client Solutions: Freedom to tailor solutions to meet your clients’ specific goals.
  • Earnings: Salary range between $70,000 – $150,000, depending on skills, experience, and location. This role also includes sales incentive compensation.

Role and Responsibilities

  • Service Existing Clients: Start with an existing book of business.
  • Client Base Building: Grow your client base using the bank’s robust referral system.
  • Branch Territories: Access several branches with significant deposits.
  • Client Acquisition: Opportunity to attract new clients from the bank’s extensive client base.
  • Growth and Support: Utilize LPL’s tools, technology, and support to expand your business.

Partnering with LPL Financial

As an advisor associated with LPL Financial, you’ll benefit from:

  • Technology Access: Proprietary technology and customized services to streamline your work.
  • Investment Products: Open architecture platform offering thousands of investment products from leading sponsors.
  • Expert Resources: Access to firm-wide resources and expertise to create effective client solutions.
  • Creative Freedom: Flexibility to design solutions that align with your clients’ goals.

Requirements for the Position

To qualify for this financial advisor job, you need:

  • Licenses: Series 7 and 66 (63/65) licenses.
  • Insurance License: Required for providing a full range of financial advice.
  • Experience: Minimum of three years in investment sales.

How to Apply for Financial Advisor

Apply online for this financial advisor position with BMO Bank N.A. Note that while you’ll be employed by BMO Bank N.A., LPL Financial will hold your securities/insurance licenses as per regulatory requirements.

source : efinancialcareers

Important Disclosures

Investment products and services are offered through LPL Financial or its affiliates, which are separate entities from BMO Bank N.A.

Salary Information

  • Pay Range: $70,000 – $150,000
  • Compensation Factors: Dependent on skills, experience, and location.
  • Incentives: Eligibility for sales incentive compensation.

Take the a step forward in your banking career and become a financial advisor at BMO Bank N.A., where your skills and expertise can make a real difference in your clients’ financial lives.


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