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LPL Financial

Financial Advisor - BMO Bank

Oakland, CA · On-site

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 ...

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$36K

$102.1K

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How much do bank financial advisor jobs pay per year?

As of Jun 8, 2026, the average yearly pay for bank financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Bank Financial Advisor, and why are they important?

To thrive as a Bank Financial Advisor, you need a solid understanding of financial planning, investment products, and regulatory compliance, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM software, financial planning tools, and certifications such as Series 6, Series 7, or CFP are highly valued. Strong interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor recommendations. These competencies ensure clients receive sound financial guidance and foster long-term relationships, driving both client satisfaction and bank growth.

What are some common challenges a Bank Financial Advisor faces when building relationships with new clients?

Bank Financial Advisors often encounter challenges such as earning client trust, understanding diverse financial goals, and differentiating themselves in a competitive market. Building rapport requires strong interpersonal skills and consistent follow-up, especially when clients may be unfamiliar with financial products or hesitant to share personal information. Advisors also need to navigate regulatory requirements while providing tailored recommendations, making it essential to stay updated on industry standards and effective communication strategies.

What are Bank Financial Advisors?

Bank Financial Advisors are professionals who work within banks to help clients manage their finances, investments, and long-term financial goals. They provide advice on a range of financial products such as savings accounts, investment portfolios, retirement plans, and insurance. Their main responsibility is to assess clients' financial needs and risk tolerance, then recommend suitable financial solutions. Bank Financial Advisors also stay updated on market trends and regulations to offer informed guidance. They often build long-term relationships with clients to help them achieve financial security.

What is the difference between Bank Financial Advisor vs Financial Planner?

AspectBank Financial AdvisorFinancial Planner
CredentialsSeries 6/7, 63, 65/66 licensesCFP, CFA, Series 7/66 often preferred
Work EnvironmentBank branches, financial institutionsIndependent or firm-based, client offices
Employer & IndustryBanks, credit unionsFinancial planning firms, independent
Services OfferedInvestment products, deposit accountsComprehensive financial planning, estate, retirement

Bank Financial Advisors primarily focus on investment products and banking services within financial institutions, often holding specific licenses. Financial Planners provide broader, holistic financial advice, including estate and retirement planning, and typically hold certifications like CFP. Both roles serve clients' financial needs but differ in scope and work environment.

More about Bank Financial Advisor jobs
What cities are hiring for Bank Financial Advisor jobs? Cities with the most Bank Financial Advisor job openings:
What states have the most Bank Financial Advisor jobs? States with the most job openings for Bank Financial Advisor jobs include:
Bank Financial Advisor jobs near you
Infographic showing various Bank Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 96% Full Time, 1% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Advisor - BMO Bank

Financial Advisor - BMO Bank

LPL Financial

Milwaukee, WI • On-site

Full-time

Posted 11 days ago

LPL Financial rating

7.6

Company rating: 7.6 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

106th of 138 rated financial services

Job description

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 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.

***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: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.

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