Director, Employee Advisor Growth & Compliance

Lincoln Investment; Washington (Washington County); On-site; USD 110,000 - 180,000; Full time

Job summary

Lincoln Investment’s Fort Washington Home Office seeks a senior leader to grow the Employee Advisor channel by recruiting financial professionals and strengthening planning-based client experiences.

You will coach, train, and supervise advisors, drive compliance, and partner with home office teams to deliver exceptional service and growth. A decade of leadership in financial services and relevant licenses are required.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Series 7 and Series 63/65 or Series 66 licenses are required.
• Preferred credentials: Series 24, CFP, CLU, or ChFC.
• Strong communication and client service skills are essential.
• Experience with financial planning tools and CRM systems is expected.

Responsibilities

• Lead growth and development of the Employee Advisor channel by increasing advisor productivity, recruiting new financial professionals, and strengthening planning-based client experience.
• Ensure financial professionals within the Employee Advisor Group are positioned to deliver trusted advice, retain clients, and operate compliantly.
• Coach financial professionals toward personal, professional, and business development goals.
• Train financial professionals and support staff on technology, paperwork, compliance procedures, and operational best practices.
• Partner with internal departments and Home Office teams to resolve operational issues efficiently.

Skills

Strong communication

Client service

Organizational skills

Time management

Planning

Execution

Project management

Leadership

Education

Bachelor’s degree

Series 7 license

Series 63/65 or Series 66

Preferred: Series 24, CFP, CLU, or ChFC

Tools

Salesforce

Microsoft Office

Job description

Lincoln Investment’s Fort Washington Home Office seeks a senior leader to grow the Employee Advisor channel by recruiting financial professionals and strengthening planning-based client experiences.

You will coach, train, and supervise advisors, drive compliance, and partner with home office teams to deliver exceptional service and growth. A decade of leadership in financial services and relevant licenses are required.