Senior Financial Professional

4 weeks ago


Bethlehem, Pennsylvania, United States Lincoln Investment Full time

Lincoln Investment is seeking a seasoned Financial Advisor to join their team in the Lehigh Valley area.

The ideal candidate will have a proven track record of success in financial services sales, with a current book of business exceeding $10 million in assets under management.

Key responsibilities will include generating leads, setting and holding productive meetings, presenting and implementing investment solutions, and providing ongoing support and service to clients.

Desired skills and experience include:

  • 2-4 years of experience in financial services sales
  • Bachelor's degree required
  • Excellent written and oral communication skills
  • Ability to build and manage client relationships
  • FINRA Series 7 and 66 preferred

As a Financial Advisor at Lincoln Investment, you will have the opportunity to work with a full range of investment and insurance solutions, and to develop deep client relationships that drive long-term success.

Lincoln Investment is a full-service Broker-Dealer and Registered Investment Adviser with a reputation for excellence in the financial services industry.



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