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

Apply for this job

Receive alerts for other Financial Advisor job openings

Financial Advisor

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

What is the career path for a Financial Advisor?

Job openings at Lincoln Investment

Not the job you're looking for? Here are some other Financial Advisor jobs in the Woodbridge, NJ area that may be a better fit.

We don't have any other Financial Advisor jobs in the Woodbridge, NJ area right now.

AI Assistant is available now!