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