What are the responsibilities and job description for the Investment Management Specialist position at Lincoln Investment?
About Lincoln Investment:
As a full-service Broker-Dealer and Registered Investment Adviser, we have been helping investors work toward their financial goals for over 50 years. Our financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products, and non-qualified investments.
Job Description:
We are seeking an experienced Financial Advisor to join our team in Marlton, NJ. The successful candidate will have the opportunity to acquire new clients in current 403(b) and 457 school district payroll slots and may also earn the opportunity to become a partner and successor of an established Senior Financial Professional.
Responsibilities:
- Maintain a current book of business of at least $10 million of AUM
- Build and manage client relationships
- Develop and implement comprehensive financial plans
- Provide ongoing support and service to clients
- Collaborate with internal teams to achieve business objectives
Requirements:
- 2-4 yrs. financial services sales experience preferred
- Bachelor's degree required
- Ability to build and manage client relationships
- Excellent written and oral communication skills
- FINRA Series 7 and 66 preferred
- FINRA Series 6, 63 and 65 may be considered for exceptional candidates
