Financial Services Representative
4 weeks ago
Lincoln Wealth is seeking a skilled Financial Services Representative to join our team. As an Independent Advisor, you will be responsible for meeting with clients, completing the new client process, and providing exceptional service.
Key Responsibilities:
- Meet with clients to understand their financial needs and goals
- Complete the new client process, including onboarding and account setup
- Develop and implement personalized financial plans to help clients achieve their goals
- Provide ongoing support and guidance to clients to ensure they remain on track
Requirements:
- Series 65 or 66 license
- Proven closing results and ability to meet or exceed sales targets
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
About Lincoln Wealth:
We are a fast-growing financial services company dedicated to helping our clients achieve financial freedom. Our team is passionate about delivering exceptional service and building long-term relationships with 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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