Financial Planning Assistant

3 weeks ago


Knightdale, North Carolina, United States Lincoln Investment Full time
Job Opportunity

We are seeking a highly skilled and organized Sales Assistant to join our team at Lincoln Investment. As a Sales Assistant, you will play a crucial role in supporting our financial advisors and clients in a fast-paced and dynamic environment.

Key Responsibilities:

  • Provide exceptional customer service to clients and advisors via phone and email
  • Assist with client servicing, including account inquiries, changes, and updates
  • Prepare and submit client paperwork and financial transactions
  • Monitor and respond to incoming and outgoing mail
  • Document client interactions using our Client Relationship Management (CRM) system
  • Assist with scheduling client appointments and preparing performance reports
  • Other projects and tasks as assigned

Requirements:

  • Series 6/7 and 63/66 FINRA registrations preferred
  • Customer service experience required
  • Word processing and spreadsheet experience required
  • Organizational and time management skills, including the ability to manage multiple priorities
  • Preferably securities registration with at least 2 years of previous experience in a sales support role or the equivalent combination of education and experience

Benefits:

  • Retirement plan offered with 4% match
  • Health insurance

About Us:

Lincoln Investment is a leading independent broker dealer and registered investment advisor, recognized as one of Philadelphia's Top Workplaces for the last ten years. We offer a dynamic and supportive work environment, with a focus on helping people retire well and promoting success.



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