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Financial Advisor: Lincoln Financial Group

Job IDCFB 0901
Company NameLincoln Financial Group
Job CategoryAccounting/Finance; Sales
LocationIrvine, CA
Position TypeFull-Time, Employee
Experience2-5 Years Experience
Desired Education LevelBachelor of Business Administration
Date PostedAugust 25, 2009 (Reposted Dec 8)

The time has never been better to become a Financial Advisor -- clients need professional advice!



Financial Advisor

Retirement Solutions

Lincoln Financial Group, founded in 1905, is a diversified financial services organization, headquartered in Philadelphia, Pa. Lincoln companies offer financial, retirement and estate planning services and a variety of financial and investment products in five distinctive business areas - insurance and annuities, individual and group retirement plans, group benefits, mutual funds and investment management.

With the first wave of nearly 80 million baby boomers reaching age 60 this year, the retirement income market is enormous and Lincoln's Retirement Solutions Division is poised to become THE Retirement Income Security Company. We are committed to excellence and a high degree of integrity while helping our clients face one of the biggest transitions of their lives. Our firm has been providing and servicing retirement plans in the employer-sponsored market throughout the United States for over 40 years.

Have you considered being a Financial Advisor but were uncertain about how to build your client base? We can provide access to our already established market to help you get a jump on building your practice as a Financial Advisor.

We are looking for entrepreneurial-minded individuals who have a strong desire to build their own business and be their own boss. Top notch candidates are usually paired with a Senior Advisor in one of our locations and will have access to a portion of our established customer base in the 403(b) retirement plan market. You will be trained to use a review system that can turn these "customers" into "clients." As a new advisor, you can utilize our fully-developed turn-key process and will have access to state-of-the-art tools, such as:

- Client annual review templates

- Client letters

- Client approach scripts

- Presentation tools

- Proprietary point-of-sale software

- Modular financial plan templates, and more

Our new advisors, while working in the 403(b) market, are expected to prospect within their natural market to develop approximately 20 - 30% of their business.

Qualifications

- A proven track record of success in business or school

- Desire to be a business owner with an entrepreneurial mindset

- Excellent relationship-building skills

- High energy level

- Self-motivated and self-reliant

- 4-year college degree; MBA desired

- Industry designations highly desirable, such as CFP , CLU, or ChFC

- Must hold or be willing to acquire Series 7 and Series 66, as well as Life Insurance licenses

Compensation/Benefits Package

Base subsidy, plus percentage of commissions and fees. Generous benefits include: medical, dental, 401K, deferred compensation, stock appreciation rights, and more.

See our websites: www.lfg.com and www.financialplanningcareers.com

Send resume to: Liz Quirk, Liz.Quirk@LFG.com, or fax to (925) 275-0999

Equal Opportunity Employer (EOE)

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.




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