Financial Advisor

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

Bachelor’s degree or equivalent business experience

*Financial Advisor Magazine, April 16, 2020