Jobs
>
Lombard

    Financial Advisor - Lombard, United States - Lincoln Investment

    Lincoln Investment
    Lincoln Investment Lombard, United States

    1 month ago

    Show more Collapse job
    Default job background
    Description
    Job Description

    Job Description

    Our

    Lombard -based Chicagoland branch office is seeking an established

    Financial Professional

    to join the team and provide financial and retirement planning services to the local K-12 educator community.

    They will support a well-established Financial Advisor by taking on a base of current clients and working to expand the portfolio.

    A base income/bonus and existing clients will be provided. This is also a unique new client prospecting opportunity in a terrific niche market.

    Lincoln Investment, founded in 1968, is an independent broker-dealer and Registered Investment Adviser with 1,000 FPs and $50 billion of assets under management.


    Qualified candidates will:


    Work with an established client base to set, evaluate, and strategize client portfolios for their 403(b) retirement savings planDisplay the ability to be an independent, self-starter who is able to remain motivated to grow the business based on maximizing potential growth for current clients, as well as, developing new relationshipsDemonstrate the ability to build solid relationships with clients by gaining their trust and respect through active listening, empathy, and displaying resultsInfluence sound decisions based on research, analysis, and effective communicationHave the ability to generate leadsSet and hold productive meetings through proper preparation, tailoring to the audience, and a great attention to detailPresent and implement solutionsBe proactive in providing ongoing client support and serviceBe flexible to meet the client's meeting needs in terms of office hours, in-person versus virtual meetings, inquiry response times and availabilityBe an established, consummate professional at all times, both internally with our team and externally with the publicBe able to commute within a 60 mile radiusSkills and Experience:Minimum of 2 years of financial services sales experience403(b) experience preferredBachelor's degree, preferably in Business, or equivalent business experienceTech savvy/ability to prospect for and service clients digitallyOrganized and efficient with a mindset of constant improvementStrong emotional intelligenceLicenses and CertificationsFINRA Series 7 and 66; or 6, 63 and 65 registrationsState insurance licenseCompany 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."#J-18808-Ljbffr

    We have other current jobs related to this field that you can find below

  • Lincoln Investment

    Financial Advisor

    1 week ago

    Lincoln Investment Lombard, United States

    Job Description · Job DescriptionOur Lombard-based Chicagoland branch office is seeking an established Financial Professional to join the team and provide financial and retirement planning services to the local K-12 educator community. They will support a well-established Financi ...

  • Financial Planner Recruiting, LLC

    Financial Advisor

    1 week ago

    Financial Planner Recruiting, LLC Oak Brook, United States

    Our client is an independent financial advisory firm seeking a client-facing Financial Advisor to join its growing team. · Responsibilities Include: · -Acting as the main point of contact for clients · -Create and update financial plans · -Present financial plans and meetings ...

  • Financial Planner Recruiting, LLC

    Financial Advisor

    6 days ago

    Financial Planner Recruiting, LLC Oak Brook, United States

    Our client is an independent financial advisory firm seeking a client-facing Financial Advisor to join its growing team. · Some Responsibilities Include: · -Create and update financial plans · -Present financial plans and meetings and participate in planning-related conversations ...

  • NYLIFE Securities LLC

    Financial Advisor

    2 weeks ago

    NYLIFE Securities LLC Downers Grove, United States

    · Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Su ...

  • Cetera Investment Services LLC

    Financial Advisor

    6 days ago

    Cetera Investment Services LLC Lisle, United States

    JOB FUNCTION / SUMMARY: · Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals. · ESSENTIAL DUTIES & RESPONSIBILITIES: · Completes a suitability review with client to a ...

  • Lakeshore Financial Group

    Financial Advisor

    3 weeks ago

    Lakeshore Financial Group Oak Brook, United States

    Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...

  • Northwestern Mutual - Greater Chicago

    Assistant to a Financial Advisor

    3 weeks ago

    Northwestern Mutual - Greater Chicago Lombard, United States

    Job Description · Job DescriptionFinancial Representative Assistant · Overall Function: · The financial representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on bui ...

  • Northwestern Mutual

    Assistant to a Financial Advisor

    1 week ago

    Northwestern Mutual Lombard, United States

    Financial Representative Assistant · Overall Function: · The financial representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships. The ...

  • TriWealth Partners

    Financial Advisor Associate

    1 week ago

    TriWealth Partners Oak Brook, United States

    Job Description · Job DescriptionThe ideal candidate will be responsible for assisting in client financial planning, investment management, and administrative aspects of client service. This individual will work directly in coordination with Financial Advisors and a talented team ...

  • Thrivent

    Financial Advisor

    6 days ago

    Thrivent Schaumburg, United States

    About the jobThrivent Financial Advisor · Meaningful work. Rewarding career. · Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serv ...

  • Pure Financial Advisors, LLC

    Financial Advisor

    2 weeks ago

    Pure Financial Advisors, LLC Chicago, United States

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of Mar ...

  • Lakeshore Financial Group

    Financial Advisor

    1 week ago

    Lakeshore Financial Group Chicago, United States

    Are you a driven, client-focused professional seeking career growth and unlimited income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Advisors. You'll build lasting client relationships, develop your expertise, and ga ...

  • Raymond James

    Financial Advisor

    6 days ago

    Raymond James Chicago, United States

    Raymond James is currently seeking a Financial Advisor to join their full-service financial services staff, in the Greater Chicago Illinois. · This is a hybrid role in the Greater Chicago area. · If you have a portable book of Business and would like to take the next step in you ...

  • Northwestern Mutual

    Financial Advisor

    4 weeks ago

    Northwestern Mutual Schaumburg, United States

    Financial Representative · BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL · Financial Representatives at Northwestern Mutual Chicagoland help their clients live more and worry less through our personalized approach to financial planning. Financial Representatives help their clients ...

  • Taos Global Group

    Financial Advisor

    1 week ago

    Taos Global Group Chicago, United States

    Has entrepreneurial spirit and a desire to be successful; · Be eager to help people, and cultivates and builds a long-term relationship with your clients; · Sells commercial/personal insurance and investment products to small and mid-size business owners; · Holds excellent com ...

  • Northwestern Mutual

    Financial Advisor

    4 weeks ago

    Northwestern Mutual Chicago, United States

    Financial Representatives at Northwestern Mutual (Chicago, Downers Grove, Naperville and Schaumburg and Barrington) help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele ...

  • CompuMed Vocational Careers

    Financial Advisor

    1 week ago

    CompuMed Vocational Careers Kendall, United States

    Summary: · This position is responsible for assisting students to correctly complete applications for financial assistance from federal, state, and local programs. Must maintain compliance with all State, Federal, Title IV Funding requirements and accrediting standards. Keep upd ...

  • Cambridge Investment Research, Inc.

    Financial Advisor

    3 weeks ago

    Cambridge Investment Research, Inc. Des Plaines, Illinois, United States Permanent

    Overview: · We are looking for someone passionate about providing excellent service to financial clients to join Cambridge as a Financial Advisor. · Essential Duties: · Maintain superior and courteous service through phone, voice mail, e-mail and in-person interactions to promot ...

  • Republic Bank of Chicago

    Financial Advisor

    2 weeks ago

    Republic Bank of Chicago Lincolnwood, United States

    Job Description · GENERAL FUNCTION: · The Financial Advisor combines interpersonal skills with all the resources of Republic Bank of Chicago and Ameriprise Financial to help community clients realize their financial goals. Financial Advisors are provided training to help them b ...

  • Pure Financial Advisors

    Financial Advisor

    2 weeks ago

    Pure Financial Advisors Chicago, United States

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of Mar ...