What are the responsibilities and job description for the Wealth Management Specialist position at Lincoln Investment?
Job Summary: We are seeking a highly motivated and experienced Financial Advisor to join our team at Lincoln Investment. As a Financial Advisor, you will be responsible for building and managing relationships with clients, providing investment advice and guidance, and helping clients achieve their financial goals.
Responsibilities Include:
- Building and maintaining relationships with existing clients.
- Identifying new business opportunities and generating leads.
- Providing personalized investment advice and guidance to clients.
- Helping clients achieve their financial goals through strategic planning and implementation.
Requirements:
- 2-4 years of experience in financial services sales.
- Bachelor's degree from an accredited institution.
- Excellent written and verbal communication skills.
- FINRA Series 7 and 66 registration preferred.
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