Financial Advisor

Lincoln Investment; Pittsburgh (Allegheny County); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking Financial Advisors in Pittsburgh, PA, who possess an entrepreneurial spirit and a passion for helping clients achieve their financial goals. This role offers the chance to build and manage client relationships while providing a wide array of investment and insurance solutions. The ideal candidate will be proactive in generating leads and setting productive meetings, ensuring exceptional client service. Join a firm with over 50 years of experience in investment planning and take your career to the next level in a supportive and dynamic environment.

Qualifications

• Proven ability to build and manage client relationships effectively.
• Strong communication skills, both written and oral, are essential.

Responsibilities

• Acquire new clients in 403(b) and 457 payroll slots.
• Provide clients with a full range of investment and insurance solutions.

Skills

Client relationship management

Lead generation

Communication skills

Entrepreneurial mindset

Education

State insurance license

FINRA Series 7 and 66

FINRA Series 6, 63 and 65

Job description

Lincoln Investment has an exciting opportunity available for Financial Advisors located in Pittsburgh, PA.

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 professionals 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 acquire new clients in current 403(b) and 457 payroll slots.

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 advisor
• Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing 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:

• Ability to build and manage client relationships
• 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

Seniority level: Associate

Employment type: Full-time

Job function: Finance, Sales, and Business Development