Investor Service Advisor (Fort Washington, PA)

The Investor Service Advisor (ISA) is a team of financial advisors that work with Lincolns house clients. Just like our field advisors, they work with clients one-on-one and are building a practice. This position will require onsite work on a weekly basis.

Responsibilities:

• The successful candidate will service an established clientele, will be provided with leadership, guidance and training.
• Proactively provide professional guidance and innovative solutions for the investment planning needs to existing client base.
• Conduct in-depth analysis of client portfolios to determine appropriate investment recommendations.
• Assist in providing financial planning and investment counseling to existing clients.
• Proactively provide the highest level of service and support to existing clients.

Lincoln Investment provides financial professionals with:

• On-going guidance, support, and training.
• Financial support/base compensation.
• Expertise as an advisor-centric independent broker-dealer.
• A culture derived from its family owned and professionally managed history.
• Business management tools such as online productivity reports, business planning worksheets, and client database management.
• Integration of new and existing technology.

Knowledge/Experience: 2+ yrs. financial sales experience preferred.

Skills:

• Ability to build and manage client relationships
• Ability to understand and follow specific instructions and procedures
• Ability to maintain confidentiality of records information
• Ability to remain in front of a computer for long periods of time
• Strong communication and interpersonal skills
• Detail oriented
• Proficient command of Microsoft Office Suite
• Quick thinker
• Resourceful

Certification Registration: Ideal candidate will hold the Series 6 or 7, 65/66 and 63 registration. Life insurance license preferred.

Education/Training: Bachelor's degree or equivalent experience in business, finance, sales, marketing or related field.

Lincoln Investment is proud to be an Equal Opportunity Employer. We celebrate a diverse workforce and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.