Are you currently a “wirehouse” Financial Advisor who is thinking about going independent? Or, are you an independent Financial Advisor looking to make a change?
During these uncertain times, now may be a good time to evaluate your current situation and consider a new option.
Lincoln Investment, a top 20 independent broker-dealer/RIA*, can offer you the following benefits:
- Entrepreneurial model
- Own your own book/clients
- Competitive payouts
- Transition Compensation available (if qualified)
- Unlimited earnings potential
- Robust open architecture product platform
- Prepared for Reg BI/CSR changes
Responsibilities:
- Display the ability to be a self-starter/entrepreneur
- Generate leads
- Set and hold productive, holistic client meetings
- Present and implement solutions
- Be proactive in providing ongoing client service and support
Desired Skills and Experience:
- Ability to build and manage client relationships
- Excellent written and oral communication skills
- 2+ yrs. financial services sales experience
- FINRA Series 7 and 66 registrations
- Life and health insurance license
- Bachelor's degree or equivalent business experience
- *Financial Advisor Magazine, April 16, 2020