Senior Wealth Management Specialist

1 week ago


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

We are seeking a highly motivated and experienced Financial Advisor to join our team as a Senior Wealth Management Specialist.

This is an excellent opportunity for a driven professional to accelerate their career in the financial services industry, working with a reputable and fast-growing company.

Responsibilities
  • Maintain existing client relationships and expand our client base through effective networking and marketing strategies.
  • Conduct thorough consultations with clients to understand their financial goals and objectives.
  • Develop and implement personalized financial plans to help clients achieve their desired outcomes.
Requirements

To be successful in this role, you must have:

  • A valid Series 65 or 66 license.
  • Proven experience in meeting sales targets and closing deals.
  • Excellent communication and interpersonal skills.
What We Offer

In addition to a competitive salary, we offer a range of benefits, including:

  • Opportunities for career advancement and professional growth.
  • A dynamic and supportive work environment.
  • A comprehensive compensation package.

Our headquarters are located in Plano, TX, with remote offices in Ft Worth, Houston, The Woodlands, and Arlington. If you are a motivated and results-driven individual looking to take your career to the next level, we encourage you to apply.



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