Financial Professional

Job Description

A veteran Lincoln Investment Financial Advisor with a large book of business in the local K-12 403(b) market on Long Island is looking to partner with someone to help continue to grow the practice that has been built over the last 15 years.

A base income 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 over 1,000 FPs and over $46 billion of assets under management.

Qualified candidates will:

Display the ability to be a self-starter/entrepreneur and demonstrate skill with relationships and the key competencies required to be a successful FP

Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing client support and service

Be an established, consummate professional always, both internally with our team and externally with the public

Provide clients with a full range of investment and insurance solutions

Preferred Skills and Experience:

Bachelor’s degree

1+ year of financial services sales experience

Excellent written and oral communication skills

Ability to prospect for and service clients digitally

FINRA Series 7/66 or 6/63/65 registrations

NY state insurance license

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."