Lincoln Investment has exciting opportunities available for Financial Professionals (FP) located in the Greater Boston area. Specifically, we have opportunities in the Metro West/North Shore area and in southern Massachusetts/Rhode Island.
If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you’ve been waiting for.
For over 50 years, Lincoln Investment has been helping investors to work toward their financial goals. Lincoln Investment is a full-service investment planning firm whose financial advisors offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.
The successful candidate will have the opportunity to work closely with a senior Financial
Professional with an existing book of clients. Long-term, these are significant succession plan opportunities.
The qualified individual will:
• Display the ability to be a self-starter/entrepreneur and demonstrate high skill with
relationships and the key competencies required to be a successful Financial Professional
• Have the ability to generate leads; set and hold productive meetings; present and
implement solutions; and be proactive in providing ongoing client support and service
• Understand that our value lies in the depth of client relationships and is exceptional at developing them
• Be an established, consummate professional at all times, both internally with our team and externally with the public
• Provide clients with a full range of investment and insurance solutions
Desired Skills and Experience:
• 2-4 yrs. financial services sales experience preferred
• Bachelor’s degree required
• Excellent written and oral communication skills
• FINRA Series 7 and 66 preferred
• FINRA Series 6, 63 and 65 may be considered for exceptional candidates
• State insurance license
To learn more, please contact Tamara Indianer, CFP®, AIF, CRES, RVP Northeast Lincoln Investment tindianer@lincolnInvestment.com