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LPL FinancialPosted 3 weeks ago

Financial Adviaor - BMO Bank

$100,000–$140,000 year

On-siteBeaverton, Oregon, United States

Full TimeLarge

Job Summary

Service an existing book of business and build a strong client base using the bank's exceptional referral system. Create client solutions without proprietary products by leveraging LPL's open architecture platform and access to thousands of investment products. Grow your business by capitalizing on the bank's reputation, community standing, and significant deposit base while utilizing LPL's proprietary technology and support tools. This role offers the ability to find new clients via the bank's existing client base and create solutions specific to client goals.

Required Qualifications

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

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