Hybrid Financial Advisor & Client Services Pro

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

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.