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LPL FinancialPosted 3 weeks ago

Associate Advisor - BMO Bank

$80,000–$120,000 year

On-siteBarrington, Illinois, United States

Full TimeEntry LevelLarge

Job Summary

Build a strong client base using the bank's exceptional referral system and support existing deposit holders with customized financial solutions. Leverage LPL's proprietary technology, open architecture platform, and access to thousands of third-party products to create tailored investment strategies without proprietary constraints. Utilize the firm's research, tools, and expertise to grow your business while capitalizing on BMO Bank's reputation and community standing. This role offers a complete menu of financial services to local clients, supported by a collaborative environment and significant branch territories.

Required Qualifications

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

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