Financial Services Professional
7 days ago
We are seeking a highly motivated and experienced Independent Advisor Representative to join our team at Lincoln Wealth. As a key member of our financial services office, you will be responsible for meeting with clients, completing the new client process, and providing exceptional service to our clients.
Requirements:
- Series 65 or 66 license is a must.
- Proven closing results are essential.
We offer a fantastic marketing campaign that produces unlimited appointments. Our goal is to meet, discover, and close clients to assist them in achieving their financial and retirement success strategies.
About Us:
We are a fast-growing financial services company looking for the right, motivated, engaging, and kind person to accelerate their career and assist our company in continuing to grow and serve our clients.
Location:
Our headquarters is located in Plano, TX, with remote offices in Ft Worth, Houston, The Woodlands, and Arlington.
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