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Financial Advisor

3 months ago

Lombard, United States Lincoln Investment Full time
Job DescriptionJob Description

Our Lombard-based Chicagoland branch office is seeking an established Financial Professional to join the team and provide financial and retirement planning services to the local K-12 educator community. They will support a well-established Financial Advisor by taking on a base of current clients and working to expand the portfolio.

A base income/bonus and existing clients will be provided. This is also a unique new client prospecting opportunity in a terrific niche market.

Lincoln Investment, founded in 1968, is an independent broker-dealer and Registered Investment Adviser with 1,000 FPs and $50 billion of assets under management.

Qualified candidates will:

  • Work with an established client base to set, evaluate, and strategize client portfolios for their 403(b) retirement savings plan
  • Display the ability to be an independent, self-starter who is able to remain motivated to grow the business based on maximizing potential growth for current clients, as well as, developing new relationships
  • Demonstrate the ability to build solid relationships with clients by gaining their trust and respect through active listening, empathy, and displaying results
  • Influence sound decisions based on research, analysis, and effective communication
  • Have the ability to generate leads
  • Set and hold productive meetings through proper preparation, tailoring to the audience, and a great attention to detail
  • Present and implement solutions
  • Be proactive in providing ongoing client support and service
  • Be flexible to meet the client’s meeting needs in terms of office hours, in-person versus virtual meetings, inquiry response times and availability
  • Be an established, consummate professional at all times, both internally with our team and externally with the public
  • Be able to commute within a 60 mile radius

Skills and Experience:

  • Minimum of 2 years of financial services sales experience
  • 403(b) experience preferred
  • Bachelor’s degree, preferably in Business, or equivalent business experience
  • Tech savvy/ability to prospect for and service clients digitally
  • Organized and efficient with a mindset of constant improvement
  • Strong emotional intelligence

Licenses and Certifications

  • FINRA Series 7 and 66; or 6, 63 and 65 registrations
  • State insurance license
Company DescriptionLincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."Company DescriptionLincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."