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Financial Advisor
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$45k-59k (estimate)
Full Time 5 Days Ago
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Lincoln Investment is Hiring a Financial Advisor Near Decorah, IA

Job Description

Job Description

Knox Financial Services, a boutique financial planning firm with offices in Decorah, West Union, and Ottumwa, is seeking a Financial Advisor.

  • As an Advisor with our firm, you will enjoy the opportunity to help develop client relationships backed with the support, technology, collaborative team knowledge, experience and structure of an established financial planning practice.
  • We are seeking a very special individual. We offer a client-centric, professional and fast-paced environment.
  • We utilize smart technology, leading products and services that are also available from national firms, but retain our independence, allowing us to focus on our clients' needs, not a corporate agenda.
  • We take pride in our local ownership, local decisions and a family-owned culture, allowing us to objectively develop solutions when working with our clients.
  • We believe our clients benefit from our collaborative team approach.
  • A book of business with fee-based assets will be provided.
  • This position can be either W-2 or 1099.

Qualifications, Desired Skills and Experience:

  • The right person is creative, reliable, innovative, and is an effective communicator. If you have a desire to provide outstanding client service, and possess an entrepreneurial spirit with a commitment to succeed, you will fit well with our team.
  • Willingness to work directly with individuals and groups is a must, as the Advisor will be responsible for developing, supporting and managing client relationships.
  • Ability to work independently on projects.
  • A basic knowledge of financial planning is necessary for this position.
  • Four-year college degree preferred
  • Appropriate securities registrations and insurance licenses
  • Willingness to give back to the community, as it is an integral part of our team culture.

We do business with clients throughout the nation. We are affiliated with a Registered Investment Adviser and Broker/Dealer, allowing us to offer a broad variety of services and products. We provide solutions for complex planning issues for business owners, professionals, families, and retirees.

If you are a self-starter and have the desire to enjoy the life style of living in Iowa, consider our firm.

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

$45k-59k (estimate)

POST DATE

05/06/2024

EXPIRATION DATE

05/19/2024

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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Lincoln Investment
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$64k-83k (estimate)
9 Months Ago
Lincoln Investment
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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.