Job Description

If you’re a Financial Professional (FP) who is just starting your career, or an aspiring FP, who has yet to begin your career, consider Lincoln Investment’s 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

Company Description

Lincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten 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. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."