Asset Management Program Consultant - Fort Washington

Only for registered members Fort Washington, United States

1 week ago

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Job summary

The Asset Management Consultant role at Lincoln is a key field-facing position that will directly support our financial professionals and staff as they serve their clients with asset management. This consultative, relationship-driven position involves leveraging your expertise in investment strategies and sales to help Lincoln financial professionals identify professionally managed solution opportunities for appropriate clients.

This will involve:
  • Contributing to the advisors understanding and execution of top line growth strategies to organically grow their practice.
  • Consult with branches and offices throughout Lincoln's advisor network to identify areas within the practice to better leverage available products and services.
  • Conduct analysis of existing practices to help identify opportunities for growth or to better leverage available products and resources.

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