Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor - BMO Bank

LPL Financial

Financial Advisor Opportunity At BMO Bank

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Milwaukee, WI would allow you to partner with a current Financial Advisor and join the Investment Program at BMO Bank 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 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.

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.

LPL Financial
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - BMO Bank in Milwaukee, WI vacancy
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Elm Grove, WI
    3 days ago
  • $86.36k - $101.6k

     ...Job Opportunity At U.S. Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring... 
    Suggested
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Brookfield, WI
    4 days ago
  • $41.71k - $65k

     ...Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and... 
    Suggested
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Elm Grove, WI
    4 days ago
  •  ...COUNTRY Trust Bank Financial Advisor We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial... 
    Suggested
    Contract work
    For contractors
    Work at office

    COUNTRY Financial

    Milwaukee, WI
    3 days ago
  • $91.8k - $171k

     ...to help meet their long-term financial objectives. Leverages specialized...  ...Counsellors, Investment Advisors) to provide clients with comprehensive...  ...to enhancing the client and BMO Advisor experience thus...  ...best practices. Protects the Bank's assets by adhering to all banking... 
    Suggested
    Part time
    Local area
    Shift work

    Bmo

    Milwaukee, WI
    2 days ago
  • $88.8k - $165.6k

     ...processes for new and existing Commercial banking loans and credit solutions in an assigned...  ...client repayment capacity by utilizing financial models and analytical tools to recommend...  ...corrective action when required. Minimizes BMO’s risk exposure by adhering to credit policies... 
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area

    BMO Bank

    Milwaukee, WI
    1 day ago
  • $54k - $99.6k

     ...Commercial Financial Analyst The Commercial Financial Analyst will manage a commercial client...  ...for new and existing commercial banking relationships. The analyst provides credit...  ...Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries... 
    Part time
    Local area

    Bmo

    Milwaukee, WI
    4 days ago
  • $81.86k - $120.41k

     ...protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-...  ...story is our focus. As the Wealth Advisor , you will lead a highly integrated...  ...clients, as assigned. Partner with Private Banking team to deliver clients lending, credit,... 
    Full time
    Work at office
    Local area
    Flexible hours

    UMB Bank

    Milwaukee, WI
    4 days ago
  •  ...including but not limited to preparing financial statements for the private equity funds,...  ...Exchange Commission for Registered Investment Advisors. Principal Duties and...  ...Investor distributions. Handles day to day banking functions (wire initiation, book transfers... 
    Work at office

    Hammes Company

    Milwaukee, WI
    5 days ago
  • $75.82k - $89.2k

     ...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...broker/bank cash reconciliations, advisor/portfolio management processing,... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Shift work
    3 days per week

    U.S. Bank

    Milwaukee, WI
    5 days ago
  • $88.8k - $165.6k

     ...processes for new and existing Commercial banking loans and credit solutions in an assigned...  ...client repayment capacity by utilizing financial models and analytical tools to recommend...  ...corrective action when required. Minimizes BMO's risk exposure by adhering to credit... 
    Part time
    Work experience placement
    Work at office
    Local area

    Bmo

    Milwaukee, WI
    4 days ago
  • $55k - $95k

     ...Maintain fund accounting records and general ledger activity for investment funds.Prepare bank, cash, and balance sheet reconciliations.Assist with monthly, quarterly, and annual financial statement preparation.Process accounts payable, cash disbursements, cash receipts,... 
    Currently hiring

    CliftonLarsonAllen

    Milwaukee, WI
    1 day ago
  •  ...have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in Pewaukee, WI. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Menomonee Falls, WI
    3 days ago
  • $134.28k - $164.12k

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...Managers are viewed as trusted advisors and we work with our clients to continually... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Milwaukee, WI
    21 hours ago
  • $60k

     ...Private Wealth Advisor Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are...  ...be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective... 
    Base plus commission

    Old National Bancorp

    Milwaukee, WI
    2 days ago
  • $17 - $29.75 per hour

     ...Relationship BankerOld National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we...  ...and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client... 

    Old National Bank

    Milwaukee, WI
    2 days ago
  •  ...finding creative solutions customers? Does helping them reach their financial goals bring you joy? If you've answered yes, keep reading! We...  ...service needs.Essential Functions:actively acquire new banking relationships and open new accounts (and consumer loan products... 

    Bank Five Nine

    Brookfield, WI
    2 days ago
  • $65k - $85k

     ...Partners is a leading investment management, financial, and tax planning firm dedicated to...  ...We’re not just hiring a Junior Financial Advisor — we’re investing in the next generation...  ...of experience in financial services, banking, investment management, or related field... 
    Internship

    DBHW Wealth Partners

    South Milwaukee, WI
    3 days ago
  •  ...the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Wauwatosa, WI at the...  ...subject to additional background checks as required by Consumer Financial Protection Bureau regulations.PNC offers a comprehensive range... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Milwaukee, WI
    3 days ago
  •  ...Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business...  ...” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full... 
    Work at office

    PowerToFly

    Milwaukee, WI
    2 days ago
  •  ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Greendale, WI
    5 days ago
  •  ...the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Whitefish Bay, WI at the...  ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Whitefish Bay, WI
    5 days ago
  •  ...advancing your career, maybe you’ll find it working with First Federal Bank of Wisconsin! Are you ready to start a career with room for...  ...Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and branch... 
    Full time

    First Federal Bank

    Milwaukee, WI
    5 days ago
  • $54.18k - $72.24k

     .... Preparation and reviewing responsibilities primarily include financial statements, board materials, compliance tests and other functions...  ...program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.... 
    Full time
    Local area
    Flexible hours

    UMB Financial Corporation

    Milwaukee, WI
    10 days ago
  •  ...Teller Position at PNC's Retail Banking OrganizationAt PNC, our people are our greatest differentiator and competitive advantage in the...  ...a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet... 
    Full time
    Temporary work
    Part time
    Work at office

    PNC

    Milwaukee, WI
    1 day ago
  • $18 per hour

     ...The Teller will support the sales process by maintaining customer relationships by providing superior customer service and referring bank products and services when beneficial and appropriate. Effectively process customer transactions with a high level of integrity,... 
    Part time

    WaterStone Bank

    Fox Point, WI
    1 day ago
  • $17 - $22.96 per hour

     ...At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical...  ..., identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your... 
    Hourly pay
    Part time
    Night shift

    Associated Banc-Corp

    Wauwatosa, WI
    3 days ago
  • $42k - $50k

     ...Ownership, powered by advanced AI technology, to assist with your financial needs. Our AI system provides direction and clarity, while our...  ...14-Day Close (Submission to CTC)** Access to over 30 Lenders, Banks, Non-Qualified Lenders, Private Money, and Hard Money options**... 
    Full time
    Remote work
    Monday to Friday

    GrabJobs

    Milwaukee, WI
    3 days ago
  • $30 per hour

     ...Mortgage Loan ProcessorInvest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed...  ...service and the right banking solutions to help fulfill financial dreams and contribute to community growth.As a Mortgage Loan Processor... 
    Hourly pay
    Part time
    Work at office
    Local area
    Night shift
    Early shift

    Tri City National Bank

    Milwaukee, WI
    1 day ago
  • $86.36k - $101.6k

     ...Agricultural Credit Analyst At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring... 
    Temporary work
    Seasonal work
    Work at office
    Local area

    U.S. Bank

    Butler, WI
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - BMO Bank. Be the first to apply!