Financial Advisor
Lincoln Investment - Iselin, NJ
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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 modelOwn your own book/clientsCompetitive payoutsTransition Compensation available (if qualified)Unlimited earnings potentialRobust open architecture product platformPrepared for Reg BI/CSR changesResponsibilities:Display the ability to be a self-starter/entrepreneurGenerate leadsSet and hold productive, holistic client meetingsPresent and implement solutionsBe proactive in providing ongoing client service and supportDesired Skills and Experience:Ability to build and manage client relationshipsExcellent written and oral communication skills2+ yrs. financial services sales experienceFINRA Series 7 and 66 registrationsLife and health insurance licenseBachelor's degree or equivalent business experience Financial Advisor Magazine, April 16, 2020
Created: 2025-01-23