At‑Work Financial Advisor - BMO Bank

About the job

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in San Jose, CA would allow you to join the Investment Program at BMO Bank as a At‑Work Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

• This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions. This position will offer:
• The ability to build a strong client base with the Bank’s exceptional referral system
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

• As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.

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

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/insurance licenses.

***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

Pay Range:100,000 - 140,000

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.