Financial Advisor
4 days ago
The Bergin Agency, based in Cranford, NJ, is looking for three qualified Financial Advisors (FA). A locally owned, independent, full-service client centric financial and retirement planning firm, we have been providing services to clients since 1990. Financial Advisors with the firm provide professional guidance and innovative solutions for the investment and retirement planning needs of employees of non-profit employers through a holistic and integrated approach. The firm is affiliated with Lincoln Investment, a privately held broker-dealer/register investment adviser with over $45 billion in total assets.
Highlights:
- Existing qualified territories in North Jersey Area
- NO COLD Calling required.
- VERY competitive product offering
- Pick your own method of compensation.
- Renewal income stream on almost every product
- Both in-person and digital marketing platforms available
- This is a potential succession plan opportunity.
Qualified candidates will:
- Display the ability to be a self-starter/entrepreneur and demonstrate skill with relationships and the key competencies required to be a successful FA
- Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing client support and service
- Be an established, consummate professional always, both internally with our team and externally with the public
- Provide clients with a full range of investment and insurance solutions
Preferred Skills and Experience:
- Bachelor’s degree
- 2+ years of financial services sales experience
- Existing book of business
- Excellent written and oral communication skills
- Ability to prospect for and service clients digitally
- FINRA Series 7/66 or 6/63/65 registrations
- NJ state insurance license
Company DescriptionLincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."Company DescriptionLincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."
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