L
Financial Advisor - BMO Bank
Milwaukee, WI
$80k - $120k/yr
Full time
Posted 17d ago
Job Description
These are the Financial Advisor opportunities with LPL Financial at BMO Bank in Milwaukee, WI (onsite), offering a salary range of USD 80,000 to 120,000 per year. This position is not an employee of LPL Financial.
Responsibilities
- Build a robust client base through the bank's established referral network.
- Grow new client relationships by leveraging the bank's existing client base.
- Develop client solutions without reliance on proprietary products, tailored to individual goals.
- Scale your advisory practice with LPL's tools, technology, and comprehensive support.
- Benefit from LPL's experience helping financial institutions expand and optimize investment programs.
- Leverage the bank's reputation and community standing to deepen client engagement.
Requirements
- Active Series 7 and Series 66 licenses required; Series 63/65 equivalents are acceptable.
- Insurance license required.
- Three or more years of investment sales experience.
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 sponsors.
- Resources and expertise across the firm to help you create client solutions.
- The freedom to create solutions specific to your client’s goals.
Disclosures
- These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Bank.