Financial Advisor

Lincoln Investment•Moosic, PA

38d•Onsite

About The Position

Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for sixteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients representing over $60 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.

Requirements

Bachelor’s degree in Finance, Business, Economics, or a related field.
Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial services role.
Active FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
Demonstrated experience managing or supporting a book of business.
Strong background in retirement planning, wealth management, financial planning, or estate planning.

Nice To Haves

Exceptional interpersonal and relationship-building skills, with the ability to earn client trust and strengthen long-term relationships.
Strong knowledge of investment products, financial planning tools, and portfolio management concepts.
High ethical standards, sound judgment, and a fiduciary mindset.
Excellent communication, presentation, and client meeting skills.
Goal-oriented, self-motivated, and highly organized, with strong attention to detail.
Proficiency with Salesforce and financial planning software.
Ability to work effectively in a collaborative team environment.

Responsibilities

Partner with an established advisor to service, retain, and grow an existing book of business.
Build and maintain strong client relationships through proactive communication, thoughtful planning, and consistent follow-through.
Support client meetings, financial planning discussions, investment strategy conversations, and ongoing relationship management.
Assist with transition planning to ensure continuity of client service and a seamless experience for clients over time.
Identify opportunities to deepen client relationships and support additional planning, investment, and wealth management needs.
Collaborate with internal teams to ensure client requests, operational needs, and practice priorities are handled efficiently and professionally.