Financial Advisor - BMO Bank

Overview

Take a path with real opportunity. LPL Financial partners with banks to deliver a full suite of financial services to bank clients. This opening at BMO Bank in Milwaukee, Wisconsin enables you to collaborate with an existing Financial Advisor and join the BMO Bank Investment Program as a Financial Advisor affiliated with LPL Financial. In this arrangement, Financial Advisors are not employees of LPL Financial. The Investment Program at BMO Bank serves the local community with a comprehensive range of financial services, and you will join a team dedicated to assisting clients at every stage of their financial journey.

Role highlights

• Build a strong client base through the bank’s exceptional referral network
• Access new clients from the bank’s existing client base
• Offer client solutions without relying on proprietary products
• Grow your business with LPL’s tools, technology, and support
• Leverage LPL’s experience helping financial institutions expand and optimize their investment programs
• Capitalize on the bank’s reputation and community standing

Advisor partnership and support

• Access to proprietary technology and a suite of customized services
• Open architecture platform with thousands of investment products from leading third‑party sponsors
• Resources and expertise across the firm to help you craft client solutions
• Freedom to design solutions tailored to each client’s goals
• Guidance and support at every step to help you succeed

Requirements

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

How to apply

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with BMO Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities and insurance licenses.

Disclosures

REQUIRED DISCLOSURE(S): These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Bank.

Tracking # 1-05026674

Compensation

Pay Range: 80,000 - 120,000

The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Location

Milwaukee, WI