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Iselin

    Financial Advisor - Iselin, United States - Lincoln Investment

    Lincoln Investment
    Lincoln Investment Iselin, United States

    1 week ago

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    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
    • Bachelors degree or equivalent business experience
    • *Financial Advisor Magazine, April 16, 2020
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