Lincoln Investment is seeking an experienced Financial Advisor in the Erie, PA area.
Working with a full-service broker-dealer specializing in, but not limited to, the 403(b) school district market, the successful candidate will deliver personalized investment solutions to clients working toward their long-term financial goals.
The candidate will primarily learn the business by visiting and servicing clients in nearby school districts, in addition to prospecting for their own clients outside of the school district market.
Eventually, the candidate may earn the opportunity to become a partner and successor of an established senior Financial Advisor.
The candidate will be provided with leadership, guidance, training and support, as well as office space in the current Erie branch.
Compensation is flexible and commensurate with experience.
The qualified individual will: Develop clientele through marketing and prospecting in existing school districts Provide clients with a full range of investment solutions (IRAs, Roth IRAs, 529 plans, etc.) Provide clients with a full range of insurance solutions (annuities, life and long-term care insurance, etc.) Provide the highest level of client service and support Desired Skills and Experience: 5 yrs.
financial sales and planning experience with an established book of business Bachelor’s degree or equivalent experience Ability to build and manage client relationships Excellent written and oral communication skills Series SIE, 6, 63 and 65 preferred; additional licenses may be helpful Insurance license