Associate Financial Advisor - BMO Bank

LPL Financial Holdings, Inc. • $100K — $140K *
Phoenix, AZ 85032In-Person
Finance & Insurance
Less than 5 years of experience
Yesterday
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Series 7 and 66 (63/65) licenses required
  • Insurance license required
  • Three or more years of investment sales experience
  • Proven track record in building client relationships
  • Strong understanding of financial products and services

Responsibilities

  • Build and manage a robust client base through the bank's referral system
  • Assist clients in achieving their financial goals and objectives
  • Create customized financial solutions tailored to individual client needs
  • Collaborate with bank branches to leverage existing client relationships
  • Utilize advanced technology and resources from LPL Financial to enhance advisory services

Benefits

  • Access to a wide range of investment products from various providers
  • Opportunity to grow your business using LPL's tools and support
  • Ability to develop client solutions without being limited to proprietary products
  • Capitalization on BMO Bank's strong community reputation
  • Ongoing support from LPL Financial to ensure advisor success
Full Job Description
Associate Financial Advisor - BMO Bank This employment opportunity at BMO Bank in Phoenix, AZ 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. This position will offer: • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing 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 • 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 Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with [BANK NAME], however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. Pay Range:100,000 - 140,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights through the LPL Financial Holdings, Inc. careers blog. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at LPL Financial Holdings, Inc.

SEARCH LPL FINANCIAL HOLDINGS, INC. JOBS

READ CAREERS BLOG

JOB ALERT EMAILS

Embark on a career path that fosters growth, embraces diversity, and rewards innovation. LPL Financial Holdings, Inc. is not just a company—it's a place where you can make a difference.
Learn more about LPL Financial Holdings, Inc.
Industry
Finance & Insurance
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at LPL Financial Holdings, Inc.

More Finance & Insurance Jobs

Find similar Associate Financial Advisor - BMO Bank jobs:

NationwidePhoenix, AZ