- 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
- 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
- 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
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North Jersey Financial Advisor - Iselin, United States - Lincoln Investment
Description
Job Description
Job DescriptionAre 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:
Responsibilities:
Desired Skills and Experience:
*Financial Advisor Magazine, April 16, 2020
Company DescriptionLincoln 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."
