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1 financial advisor Job in cranford, nj

Lincoln Investment
Cranford, NJ | Full Time
$65k-92k (estimate)
1 Day Ago
Financial Advisor
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$65k-92k (estimate)
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Lincoln Investment is Hiring a Financial Advisor Near Cranford, NJ

Job Description

Job Description

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:

  • Existingqualified 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 Description
Lincoln 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 Description

Lincoln 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."

Job Summary

JOB TYPE

Full Time

SALARY

$65k-92k (estimate)

POST DATE

06/18/2024

EXPIRATION DATE

07/03/2024

WEBSITE

lincolninvestment.com

HEADQUARTERS

SAVANNAH, TN

SIZE

500 - 1,000

FOUNDED

1968

CEO

JERRY CHANCY

REVENUE

<$5M

INDUSTRY

Business Services

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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 More
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The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.