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 model
Own your own book/clients
Competitive payouts
Transition Compensation available (if qualified)
Unlimited earnings potential
Robust open architecture product platform
Prepared for Reg BI/CSR changes
Responsibilities:
Display the ability to be a self-starter/entrepreneur
Generate leads
Set and hold productive, holistic client meetings
Present and implement solutions
Be proactive in providing ongoing client service and support
Desired Skills and Experience:
Ability to build and manage client relationships
Excellent written and oral communication skills
2+ yrs. financial services sales experience
FINRA Series 7 and 66 registrations
Life and health insurance license
Bachelor's degree or equivalent business experience