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Manager Bmo Financial Advisor Jobs in California

BMO Capital Markets

Portfolio Manager

Los Angeles, CA

$88K - $165K/yr

Manages timely and accurate data entry into BMO's systems and leverages the data to support ... BMO Financial Group's total compensation package will vary based on the pay type of the position ...

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Manager Bmo Financial Advisor information

What is the difference between Manager Bmo Financial Advisor vs Bmo Financial Advisor?

AspectManager Bmo Financial AdvisorBmo Financial Advisor
CredentialsCFP, CFA, or similar certifications often requiredLikewise often holds CFP or similar licenses
Work EnvironmentSupervises advisors, manages client portfolios, oversees teamProvides financial advice directly to clients, manages individual portfolios
Employer & Industry UsageBanking/financial services, managerial role within BMOBanking/financial services, client-facing role within BMO

The main difference is that the Manager Bmo Financial Advisor oversees a team and manages broader client portfolios, while the Bmo Financial Advisor focuses on providing direct financial advice to individual clients. Both roles require similar certifications and operate within the same industry environment, but their responsibilities and scope differ significantly.

What are the most commonly searched types of Bmo Financial Advisor jobs in California?

The most popular types of Bmo Financial Advisor jobs in California are:

What cities in California are hiring for Manager Bmo Financial Advisor jobs?

Cities in California with the most Manager Bmo Financial Advisor job openings:

Manager Bmo Financial Advisor jobs near you

Financial Advisor - BMO Bank

Pico Rivera, CA • On-site

LPL Financial
Finance and Insurance • 1 - 5K employees

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

128th of 152 rated financial services

People enjoy working here

Good employer

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Learn more about LPL Financialexternal

Full-time

Re-posted 24 days ago

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 Pico Rivera, CA would allow you to 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
  • Several branch territories with significant deposit base, which includes 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 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.

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