What are the responsibilities and job description for the Retirement Plan Advisor position at Lincoln Investment?
Opportunity Overview:
Join our team as a Financial Advisor and take advantage of this exciting opportunity to grow your career and develop new skills. With over 50 years of experience in helping investors work toward their financial goals, we offer a unique chance to learn from industry experts and develop a successful career in financial services.
Responsibilities:
- Maintain a current book of business of at least $10 million of AUM
- 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
