Financial Advisor / Client Service Associate

Lincoln Investment; Cranford (NJ); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Lincoln Investment is seeking a Financial Advisor / Client Service Associate in Cranford, NJ. This full-time, hybrid role combines financial guidance with client service, retirement planning, and implementation of comprehensive financial plans.

You will meet clients, analyze financial data, prepare proposals, and handle investment and account requests while maintaining accurate records and ensuring regulatory compliance.

Qualifications

• FINRA Series 7 and 66 licenses or equivalent, plus life/health licenses.
• Bachelor’s degree in finance, economics, business, or related field, or equivalent experience.
• Strong analytical, organizational, and communication skills with attention to detail.
• Proficiency with financial planning software, CRM systems, and standard office apps; hybrid work.

Responsibilities

• Meet with clients to gather and analyze financial information.
• Prepare proposals and reports and execute investment and account service requests.
• Maintain accurate client records and respond to inquiries.
• Coordinate with internal teams for compliance and operations; stay current on market developments.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Financial Advisory

Education

Bachelor’s degree in finance or related field

Job description

Company Description

Lincoln Investment is a full-service broker-dealer and registered investment adviser dedicated to helping individuals and families achieve long-term financial well-being. With over 55 years of industry experience, the firm provides knowledgeable guidance through a nationwide network of more than 1,000 financial advisors. Lincoln Investment serves over 355,000 clients and oversees more than $46 billion in assets, offering an extensive array of carefully selected investment choices. The company emphasizes regulatory compliance and professional ethics in all client interactions and communications. Advisory services are provided through Capital Analysts or Lincoln Investment, and securities are offered through Lincoln Investment, Member FINRA/SIPC.

Role Description

The Financial Advisor / Client Service Associate is a full-time, hybrid role based in Cranford, NJ, with the flexibility to work from home for part of the schedule. This role involves providing financial guidance to clients, supporting retirement and investment planning, and assisting with the development and implementation of comprehensive financial plans. Daily responsibilities include meeting with clients, gathering and analyzing financial information, preparing proposals and reports, and executing investment and account service requests. The role also includes maintaining accurate client records, responding to client inquiries, coordinating with internal teams for compliance and operations, and participating in ongoing training to stay current on products, regulations, and market developments. The associate is expected to deliver high-quality, client-centered service while adhering to firm policies and industry standards.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to help clients define goals and design long-term strategies.
• Candidates should possess skills in Finance and Investments to analyze portfolios, assess risk, and recommend appropriate investment solutions.
• Candidates should possess skills in Financial Advisory to provide personalized guidance, explain complex concepts clearly, and support informed decision-making.
• Relevant professional licenses (such as FINRA Series 7 and 66 or equivalent) and life/health insurance licenses are strongly preferred or required, depending on role scope.
• Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experience in financial services.
• Strong analytical, organizational, and communication skills, with attention to detail and the ability to manage multiple client relationships concurrently.
• Demonstrated commitment to ethical standards, regulatory compliance, and maintaining client confidentiality.
• Proficiency with financial planning software, CRM systems, and standard office applications; comfort working in a hybrid office/remote environment.

Anticipated Compensation range: $45,000-$60,000