Financial Advisor

Company: Lincoln Investment - Adam Pearce, CFP-- - Your Ret
Location: Tucson
Posted on: February 23, 2021

Job Description:

Lincoln Investment has a new and exciting opportunity for two Financial Advisors in Tucson, AZ. Whether you are still building your practice and need help attracting new clients or seeking help with succession planning to plan the rest of your career, we have the resources to help.Our office is high energy with lots of camaraderie and colleagues always willing to help. Our contemporary office features lots of open space to collaborate and private offices when you need to retreat to make phone calls or focus. We have a very diverse group of Financial Advisors from newer Financial Advisors just starting out, to seasoned Financial Advisors who are counting on us to guide them the rest of the way with their succession plan.For 20+ years in Arizona, Lincoln Investment has been serving a variety of clients including K-12 educators, health care professionals, public safety, and business owners. We attract and retain clients by delivering on the principles of serving our clients' best interests through financial planning services.We offer a tested and proven client acquisition program, providing our Financial Advisors a reliable means to build a practice.--You will not need to make cold calls or setup seminars. We provide you with leads, marketing presentations, and orphan clients to work with. Additionally, you will have access to turnkey systems to manage client onboarding, electronically open new accounts (all paperless, if desired), and maintain ongoing client relationships.--These processes will keep you compliant and help ensure you are getting the most from your client relationships by increasing household wallet share. Financial Advisors are also provided leadership and best practices for investing, planning, and forms of compensation in the new era of best interests and fiduciary standards.A typical day might include working out at one of our employer groups and picking up a new client or two, coming back to the office to join us for lunch, and then working in your private office to onboard your new clients and return calls.We are seeking to fill two Financial Advisors spots. The successful candidate will be given the opportunity to be assigned a current book of clients to start out and 403(b) and 457 payroll slots that include a large pool of potential clients to develop. Many of these payroll slots will include presentations we set up for you to talk to their employees and enroll them in their retirement plan.Openings are available in the Phoenix area and you can join us in one of two ways:- Mentorship Program: Our mentorship program is ideal for someone newer to the business and needs hands-on--help and training.- Independent Financial Advisor: For the more experienced, joining us as an Independent Financial Advisor, will still give you support and shared resources in our office, while benefiting from a competitive independent payout grid.Compensation is commensurate with experience for both opportunities.The qualified individual will:* Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Advisor* Ability to set and hold productive client or prospect meetings; present and implement solutions; and be proactive in providing ongoing support and service* Understand that our value lies in the depth of client relationships and is exceptional at developing them, particularly with high net worth prospects and clients* Ability to form excellent professionalism at all times, both internally with our team and externally with the public* Provide clients with a full range of investment services that Lincoln Investment offers* Work in a high energy, team-oriented environment* Currently have a minimum of $40K in GDCDesired Skills and Experience:* 2+ yrs. financial sales experience preferred* Experience working in employer worksite settings or willingness to learn* Bachelor's degree* Ability to build and manage client relationships* Excellent written and oral communication skills* FINRA Series 7 and 66 preferred, and sometimes additional licensing like state insurance licenses* FINRA Series 6 or 65 may be considered for exceptional candidates.* A CFP-- designation or a Candidate for a CFP-- certification is preferred, but not initially required* State insurance licenses preferred

Keywords: Lincoln Investment - Adam Pearce, CFP-- - Your Ret, Tucson , Financial Advisor, Accounting, Auditing , Tucson, Arizona