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