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Senior Bmo Financial Advisor Jobs (NOW HIRING)

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 ...

LPL Financial

Financial Advisor - BMO Bank

Monona, WI · 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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Senior Bmo Financial Advisor information

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$50K

$138K

How much do senior bmo financial advisor jobs pay per year?

As of Jun 12, 2026, the average yearly pay for senior bmo financial advisor in the United States is $130,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $136,500.00 and $137,000.00 per year, depending on experience, location, and employer.

Is it hard to get hired at BMO?

Getting hired as a Senior BMO Financial Advisor can be competitive, often requiring relevant experience, industry certifications such as the CFP, and strong interpersonal skills. The hiring process typically involves multiple interviews, background checks, and demonstrating knowledge of financial products and client service. Candidates who meet the qualifications and show a strong sales and advisory background tend to have better chances of being hired.

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

AspectSenior Bmo Financial AdvisorBmo Financial Advisor
CredentialsCFP, CSC, or similar certifications often preferredEntry to mid-level certifications, such as CSC or equivalent
Work EnvironmentMore client management, complex financial planningAdvising clients, basic financial products
Employer & Industry UsageUsed in banking and wealth management divisionsCommon across retail banking and financial services

The main difference is that Senior Bmo Financial Advisors typically handle more complex client portfolios and possess advanced certifications, whereas Bmo Financial Advisors focus on basic client advising and financial products. Senior advisors often have more experience and responsibilities within the same industry setting.

Is 200,000 enough to work with a financial advisor?

As a Senior BMO Financial Advisor, managing a portfolio of $200,000 can be sufficient for providing personalized financial planning and investment advice, depending on the advisor's fee structure and client needs. Many advisors work with clients across a range of asset levels, and fees may be based on assets under management, hourly rates, or flat fees. It's important to understand the advisor's fee schedule and services to determine if your investment amount aligns with their offerings.

How much do BMO senior wealth advisors make?

Senior BMO Financial Advisors typically earn between $70,000 and $150,000 annually, with compensation often including base salary, bonuses, and commissions based on client assets and performance. Experienced advisors with a strong client base and relevant certifications can earn higher incomes within this range.

Can financial advisors make $500,000 a year?

Senior BMO Financial Advisors can potentially earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and advanced certifications such as the CFP or CFA. Compensation varies based on performance, firm size, and geographic location.
What cities are hiring for Senior Bmo Financial Advisor jobs? Cities with the most Senior Bmo Financial Advisor job openings:
What are the most commonly searched types of Bmo Financial Advisor jobs? The most popular types of Bmo Financial Advisor jobs are:
What states have the most Senior Bmo Financial Advisor jobs? States with the most job openings for Senior Bmo Financial Advisor jobs include:
Senior Bmo Financial Advisor jobs near you
Financial Advisor - BMO Bank

Financial Advisor - BMO Bank

LPL Financial

Milwaukee, WI • On-site

Full-time

Posted 16 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 65 frontline employees who took The Breakroom Quiz

115th 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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