Financial Advisor - BMO Bank
$80,000–$120,000 year
On-siteCedar Rapids, Iowa, United States
Cedar Rapids, Iowa, United StatesOn-siteFull Time$80,000–$120,000 yearLarge
Full TimeLarge
Job Summary
Service an existing book of business and build a strong client base using the bank's referral system to create client solutions without proprietary products. Find new clients via the bank's established client base while leveraging LPL's proprietary technology, open architecture platform, and access to thousands of investment products from leading third-party sponsors. Grow your business utilizing LPL's tools, technology, and support to help clients in every stage of their financial life. Requires Series 7 and 66 licenses, insurance license, and three years of investment sales experience.
Required Qualifications
- Series 7 and 66 (63/65)
- Insurance license
- Three or more years of investment sales experience
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