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LPL FinancialPosted 3 weeks ago

Associate Financial Advisor - BMO Bank

$100,000–$140,000 year

On-sitePhoenix, Arizona, United States

Full TimeEntry LevelLarge

Job Summary

Build a strong client base using the bank's referral system and significant deposit base to support clients' financial goals. Create client solutions without proprietary products by leveraging LPL's open architecture platform and access to thousands of investment products from leading third-party sponsors. Utilize LPL's proprietary technology, customized services, and research capabilities to grow your business while capitalizing on the bank's reputation and community standing in Phoenix, AZ. This role offers a complete menu of financial services within a dedicated team focused on helping people and families at every stage of their financial life.

Required Qualifications

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

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