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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

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