Financial Advisor Apprentice

internship - full time, unpaid

Lincoln Investment
Waltham, MA
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Posted 14 Days ago
Lincoln Investment
Waltham, MA
internship - full time, unpaid
Posted 14 Days ago

Description

Posted on Financial Advisor Apprentice Lincoln Investment in Waltham, MA, USA Employment Type Full-Time Why Work Here? Helping People Since 1968 If youre a Financial Advisor (FA) who is just starting your career, or an aspiring FA, who has yet to begin your career, consider Lincoln Investments Apprentice Program. The Apprentice Program is a mentorship opportunity for enthusiastic and dedicated individuals who are interested in building a successful investment and retirement planning practice. It is designed to provide leadership, guidance, and training for qualified individuals. The qualified individual will: * Receive financial support/base compensation * Receive a client base in a proven niche market * Become an important part of a financial planning practice * Assist in providing financial planning services to existing clients * Provide the highest level of service and support to existing clients * Acquire new clients and generate new business * Have a path to ownership of client base Desired Skills and Experience: * 2+ years of financial services sales experience preferred * Bachelor's degree required * Ability to build and manage client relationships * Excellent written and oral communication skills * Ideal candidate will hold the SIE, Series 6, 63, 65; or SIE, Series 7 and 66 securities licenses * State insurance license Lincoln Investment provides its independent financial professionals with: * 50+ years of experience as an advisor-centric, full service, broker-dealer * A culture that is majority family-owned and professionally-managed * Independence without compromise * Business development assistance * Business management tools * Integrated technology * Product independence * Unlimited earnings potential * Recognition events * Business succession planning About Lincoln Investment: As a full-service broker-dealer and registered investment advisor, Lincoln Investment knows that there are many destinations along your life's journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the expert guidance of independent financial professionals and an extensive array of carefully selected investment choices. www.lincolninvestment.com Company website: http://www.lincolninvestment.com/ Posted date: 18 hours ago

Skills

investing, retirement planning, financial services, financial planning, insurance, financial advisory, series 7, series 63, series 6, client relations, registered investment advisor, business succession planning, investment portfolio, series 10, leadership

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