What are the responsibilities and job description for the Wealth Advisory Consultant position at Lincoln Investment?
About This Role:
We are seeking a highly motivated and experienced Financial Advisor to join our team in Marlton, NJ. As a member of our team, you will have the opportunity to work with a diverse range of clients and develop a comprehensive understanding of their financial needs and goals.
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
