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Financial Advisor

Lincoln Investment
Woodbridge, NJ Full Time
POSTED ON 1/15/2025 CLOSED ON 4/2/2025

What are the responsibilities and job description for the Financial Advisor position at Lincoln Investment?

Are you currently a “wirehouse” Financial Advisor who is thinking about going independent? Or, are you an independent Financial Advisor looking to make a change?

During these uncertain times, now may be a good time to evaluate your current situation and consider a new option.

Lincoln Investment, a top 20 independent broker-dealer / RIA

  • can offer you the following benefits :
  • Entrepreneurial model
  • Own your own book / clients
  • Competitive payouts
  • Transition Compensation available (if qualified)
  • Unlimited earnings potential
  • Robust open architecture product platform
  • Prepared for Reg BI / CSR changes

Responsibilities :

  • Display the ability to be a self-starter / entrepreneur
  • Generate leads
  • Set and hold productive, holistic client meetings
  • Present and implement solutions
  • Be proactive in providing ongoing client service and support
  • Desired Skills and Experience :

  • Ability to build and manage client relationships
  • Excellent written and oral communication skills
  • 2 yrs. financial services sales experience
  • FINRA Series 7 and 66 registrations
  • Life and health insurance license
  • Bachelor’s degree or equivalent business experience
  • Financial Advisor Magazine, April 16, 2020
  • Financial Advisor
    Integrated Financial Concepts -
    Red Bank, NJ

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