Financial Advisor

Lincoln Investment•Moosic, PA

124d

About The Position

Lincoln Investment is seeking an experienced, client-focused Financial Advisor to partner with an established advisor in serving and growing an existing book of business in Moosic, Pennsylvania. The role involves building trusted client relationships, supporting long-term continuity of service, contributing to a gradual transition of responsibilities, and helping drive the continued growth of the practice. The Financial Advisor will support client meetings and financial planning and investment strategy discussions, manage ongoing client relationships, identify additional planning and wealth management needs, and coordinate with internal teams to address client requests and practice priorities. Lincoln Investment is an independent broker dealer and registered investment advisor offering brokerage, investment advisory, and other financial services. The company has about 1,000 financial professionals nationwide and serves over 310,000 clients representing over $60 billion in assets.

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.
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.
Must be able to sit at a workstation and view a computer screen for extended periods.
The role may require work during periods of increased activity, particularly when meeting client needs or business deadlines.

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.