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    Financial Advisor - Cranford, United States - Lincoln Investment

    Lincoln Investment
    Lincoln Investment Cranford, United States

    4 weeks ago

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    Description
    Job Description

    Job Description

    The Bergin Agency , based in

    Cranford, NJ , is hiring for a new

    Financial Advisor

    (FA) opportunity.


    As a locally owned, independent, full-service financial and retirement planning firm, it has been providing services to clients since 1990.


    Financial Advisors with the firm provide professional guidance and innovative solutions for the investment and retirement planning needs of employees of non-profit employers through a holistic and integrated approach.

    The firm is affiliated with Lincoln Investment, a privately held broker-dealer/register investment adviser with over $45 billion in total assets.

    This is a potential succession plan opportunity.

    Qualified candidates will:
    Display the ability to be a self- starter/entrepreneur

    and demonstrate skill with relationships and the key competencies required to be a successful FA
    Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing client support and service
    Be an established, consummate professional always, both internally with our team and externally with the public
    Provide clients with a full range of investment and insurance solutions


    Preferred Skills and Experience:
    Bachelor's degree
    2+ years of financial services sales experience
    Existing book of business
    Excellent written and oral communication skills
    Ability to prospect for and service clients digitally
    FINRA Series 7/66 or 6/63/65 registrations
    NJ state insurance license

    Company Description Lincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services.

    Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth.

    Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success.

    Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."

    Company Description


    Lincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services.

    Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth.

    Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success.

    Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."
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