Financial Services Professional

3 weeks ago


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

We are seeking a motivated and experienced financial services professional to join our team at LINCOLN WEALTH. As a Wealth Manager, you will be responsible for meeting with clients, completing the new client process, and delivering exceptional financial solutions.

In this role, you will have the opportunity to work with a fast-growing company that offers unlimited appointments through fantastic marketing campaigns. With Series 65 or 66 license, you will be able to meet, discover, and close clients to assist them in achieving their financial goals.

A successful candidate will possess strong closing results, excellent communication skills, and a proven track record of success in the financial industry. If you are a driven and ambitious individual who is eager to accelerate your career, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Meet with clients to understand their financial needs and objectives
  • Complete the new client process and deliver personalized financial solutions
  • Develop and maintain relationships with existing clients to ensure ongoing satisfaction and loyalty

Requirements:

  • Series 65 or 66 license
  • Proven closing results and experience in the financial industry
  • Excellent communication and interpersonal skills

Benefits:

  • Ongoing training and development opportunities
  • Competitive salary: $60,000 - $80,000 per year (based on location and experience)
  • Benefits package including health insurance, retirement plan, and paid time off

About Us:

LINCOLN WEALTH is a dynamic and growing company that is dedicated to providing exceptional financial solutions to our clients. We offer a collaborative and supportive work environment, and we are committed to helping our employees achieve their full potential.



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