Financial Advisor

Lincoln Investment; Tallahassee (FL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Worksite Marketing

Back office support

Retirement plans

Fee Based Investment Solutions

Financial Planning

Job summary

Lincoln Investment is seeking independent, hard-working financial professionals to join our team in Tallahassee, Florida. This position offers outside sales of insurance and financial products, with back-office support and a path to retirement planning solutions for university clients.

The role requires Florida Life, Health, and Annuity licensing (2-15) or FINRA registrations (Series 6/7 and 65/66) and a strong work ethic, relationship-building skills, and a drive to succeed in a fast-paced

Qualifications

• Strong written and spoken communication skills.
• Highly organized; able to handle multiple projects.
• Desire to learn and advance in a fast-paced sales environment.
• Ability to develop and nurture long-term relationships.
• Strong work ethic and self-motivation to accomplish goals.

Responsibilities

• Sell insurance and financial products to clients, including university employees.
• Provide financial planning support and investment solutions.
• Leverage back-office support to serve clients efficiently.
• Develop and maintain long-term client relationships.

Skills

Communication

Sales skills

Relationship building

Self-motivation

Education

Florida Life, Health, and Annuity License (2-15)

FINRA Series 6 or 7

FINRA Series 65 or 66

Bachelor’s degree or higher

Job description

For over 75 years, Gabor Financial Solutions has marketed and sold insurance and financial products to employees of Florida public universities and colleges.

As of January, 2022, Gabor Financial Solutions is now a part of Lincoln Investment. Lincoln Investment has been recognized as a Top Workplace for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. Lincoln is a majority family-owned financial services firm that regards our employees as integral players in our continuous growth, and our success is built upon our dedication to helping people retire well and promoting a work environment that fosters success.

Those offered employment for this position will be employees of Lincoln Investment.

We are looking for independent, hard-working and dedicated individuals to join our team. This is a unique opportunity for experienced Financial Professionals.

We offer:

• Worksite Marketing
• Back office staff of 20 to support Advisors
• Retirement plans
• Fee Based Investment Solutions
• Financial Planning

You also have additional investment and insurance products to offer clients both within and outside the university system, including fee-based investment options. This position allows you the ability to create your own financial success through helping clients enjoy their own.

Position Qualifications:

• Possess strong written and oral communication skills
• Must be highly organized; ability to handle multiple projects
• Have a desire to learn and advance in a fast-paced sales environment
• Ability to develop and nurture long-term relationships
• Must possess strong work ethic and be self-motivated to accomplish goals

Position Preferences:

• Prior outside sales experience selling insurance and/or financial products
• Florida Life, Health, and Annuity License (2-15)
• Valid FINRA Series 6 or Series 7 securities registration
• Valid FINRA Series 65 or 66 securities registration
• Related Bachelor’s degree

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.