Financial Advisor

Company: Lincoln Investment
Location: Iselin
Posted on: April 10, 2021

Job Description:

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

Keywords: Lincoln Investment, New York , Financial Advisor, Accounting, Auditing , Iselin, New York