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Lincoln Investment is Hiring a Financial Professional Near Woodbury, NY
A veteran Lincoln Investment Financial Advisor with a large book of business in the local K-12 403(b) market on Long Island is looking to partner with someone to help continue to grow the practice that has been built over the last 15 years.
A base income and existing clients will be provided. This is also a unique new client prospecting opportunity in a terrific niche market.
Lincoln Investment, founded in 1968, is an independent broker-dealer and Registered Investment Adviser with over 1,000 FPs and over $46 billion of assets under management.
 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 FP
- 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
- 1 year of financial services sales experience
- Excellent written and oral communication skills
- Ability to prospect for and service clients digitally
- FINRA Series 7/66 or 6/63/65 registrations
- NY state insurance license
Job Summary
Full Time
Business Services
$112k-140k (estimate)
06/15/2024
08/13/2024
lincolninvestment.com
SAVANNAH, TN
500 - 1,000
1968
JERRY CHANCY
<$5M
Business Services
Related Companies
About Lincoln Investment
As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your lifes journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the expert guidance of independent financial professionals and an extensive array of carefully selected investment choices. Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect th ...
e experience of all clients of the financial advisor. Advisory Services and Securities offered through Lincoln Investment. Registered Investment Adviser, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting. http://www.facebook.com/LincolnInvestment https://twitter.com/LincolnInvest www.lincolninvestment.com http://www.jobs.net/jobs/lincolninvestment
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