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Financial Advisor Apprentice

Company: Lincoln Investment
Location: Bethlehem
Posted on: February 22, 2021

Job Description:

If you're a Financial Advisor (FA) who is just starting your career, or an aspiring FA, who has yet to begin your career, consider Lincoln Investment's Apprentice Program in our Lehigh Valley, PA office.The Apprentice Program is a mentorship opportunity for enthusiastic and dedicated individuals who are interested in building a successful investment and retirement planning practice. It is designed to provide leadership, guidance, and training for qualified individuals.--Eventually, the candidate may earn the opportunity to become a partner and successor of an established Senior Financial Professional.The qualified individual will:* Receive financial support/base compensation* Receive a client base in a proven niche market* Become an important part of a financial planning practice* Assist in providing financial planning services to existing clients* Provide the highest level of service and support to existing clients* Acquire new clients and generate new business* Have a path to ownership of client baseDesired Skills and Experience:* 2+ years--of financial services sales experience--preferred; will consider recent college graduates with relevant internships and coursework* Bachelor's degree--required* Ability to build and manage client relationships* Excellent written and oral communication skills* Ideal candidate will hold the SIE, Series 6, 63, 65; or SIE, Series 7 and 66 securities licenses* State insurance licenseLincoln Investment provides its independent financial advisors with:* 50+ years of experience as an advisor-centric, full service, broker-dealer* A culture that is majority family-owned and professionally-managed* independence without compromise* Business development assistance* Business management tools* Integrated technology* Product independence* Unlimited earnings potential* Recognition events* Business succession planning

Keywords: Lincoln Investment, Bethlehem , Financial Advisor Apprentice, Accounting, Auditing , Bethlehem, Pennsylvania

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