Independent Advisor

4 days ago


Plano, Texas, United States LINCOLN WEALTH Full time
Job Overview

We are seeking a seasoned Financial Advisor to join our team at Lincoln Wealth. As an Independent Advisor, you will be responsible for acquiring new clients, building strong relationships, and driving revenue growth.

The ideal candidate will possess a Series 65 or 66 license, excellent communication and interpersonal skills, and a proven track record of success in sales and customer service.

Salary: $70,000 - $90,000 per year, depending on experience.

Key Performance Indicators:

  • Closing new clients and increasing revenue growth
  • Developing and implementing effective marketing strategies to attract new clients
  • Providing exceptional customer service and ensuring high client satisfaction rates

Requirements:

  • Series 65 or 66 license
  • Proven sales and customer service experience
  • Excellent communication and interpersonal skills

Benefits:

  • Competitive salary and bonus structure
  • Ongoing training and professional development opportunities
  • A supportive and dynamic work environment


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