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Financial Advisor

Company: Lincoln Investment
Location: Freeport
Posted on: March 26, 2020

Job Description:

The Lincoln Investment Long Island, NY--office is hiring for a new Financial Advisor--opportunity. -- Financial Advisors with the firm provide professional guidance and innovative solutions for the investment and retirement planning needs of individuals of non-profit employers through a holistic and integrated approach. -- The firm is affiliated with Lincoln Investment as its broker-dealer/registered investment advisor, a majority family-owned firm representing clients with over $38 billion in total assets. -- This "hybrid" position is an advisor role with aspects of branch administration. -- Responsibilities include: Technology Social media marketing Financial planning Administrative duties -- This position can be a perfect stepping stone for an aspiring junior advisor looking to take the next step in their career. This advisor will primarily learn the business by visiting and servicing clients in existing employer relationships. Developing their own clientele through marketing and prospecting. We offer a full-service platform, education and marketing support. -- The qualified individual will: Learn and navigate Lincoln Investment systems and technology Proactively conduct in-depth analysis and reviews of a client's current financial situation Offer clientele a full range of services to help ensure that all aspects of a client's retirement are considered Service and build a client base through marketing and prospecting Provide service and support to clients with the highest integrity Assist senior advisors in servicing their clients -- -- Desired Skills and Experience:-- Financial sales experience preferred Social media and marketing proficiency Bachelor's degree or equivalent experience in business, finance, sales, marketing or related field Ability to build and manage client relationships Excellent written and oral communication skills SIE, Series 6/7, 63 and 65/66 Life and health insurance license

Keywords: Lincoln Investment, Freeport , Financial Advisor, Accounting, Auditing , Freeport, New York

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