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Financial Services Professional

2 months ago

Thousand Oaks, California, United States LPL Financial Full time

Unlock Your Career Potential

LPL Financial partners with banks to offer a comprehensive suite of financial services to clients. This employment opportunity at BMO Bank N.A. in the Thousand Oaks area would allow you to join the Investment Program at BMO Bank N.A. as a Financial Advisor associated with LPL Financial. Under this model, Financial Advisors are not employees of LPL Financial.

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

This exciting position will enable you to grow your career and business, helping the people and families that rely on BMO Bank N.A. for financial solutions. This position offers:

  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit bases, including current clients who need an advisor to support their financial goals
  • 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 supporting 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 clients' 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

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