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Iselin

    Financial Advisor - Iselin, United States - Lincoln Investment

    Lincoln Investment
    Lincoln Investment Iselin, United States

    3 weeks ago

    Default job background
    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

    #J-18808-Ljbffr

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