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 Financial Planner, Total Wealth Management

Country: USA
Location: Phoenix AZ
Total applied: 40

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Banking - Financial Services Sales - Marketing Consulting

Manages Others:no
Financial Planner, Total Wealth Management


We are currently looking for experienced finance & financial services professionals & financial sales planners who are interested in expanding their opportunities and taking their businesses to the next level. As a premier full-service financial planning and finance advisory firm, we are committed to a “Serve First” philosophy that provides you the resources and support that allows you to focus on helping high net worth individuals and families understand, grow, preserve and enjoy their wealth through a finance planning-based approach.


Lincoln Financial Advisors (LFA) and Sagemark Consulting (a division of Lincoln Financial Advisors Corp.) are premier fee-based financial planning / finance firms that bring together professionals in a variety of disciplines, using sophisticated support systems, to help clients determine the right financial strategy for their needs. Supported by a network of more than 2,000 financial planners and financial services experts nationwide, advisors with Lincoln Financial focus on helping clients build, implement and periodically update comprehensive financial plans throughout their lifetime and across generations. We specialize in retirement planning, estate planning, business owner planning, product sales and investment management.


•Maintain independence yet have the backing of a solid national firm with abundant intellectual capital that is deployed locally.

•Develop, manage, and retain client relationships with the support of our finance practice management team, strategic alliances and technical resources.

•Partner with our wealth management & finance team to build clear and comprehensive financial plans for new and existing clients.

•Implement financial plans through selling and servicing financial products from a number of top-tier financial services companies.

•Work with clients to help ensure that their financial goals are met by providing customized, comprehensive financial planning advice.

•Work in a challenging environment with upside potential.

COMPENSATION & BENEFITS PACKAGE – Competitive Payouts with Great in-house support

•New sales planners at LFA/Sagemark can expect to receive a base subsidy, with limited duration, to cushion the transition plus a percentage of fees and commissions.
•Medical, dental, 401(k), deferred compensation
•Use of in-house attorneys, administrative support
•Year-round training and betterment programs

•A college degree.
•At least three years of experience in financial planning or a financial advisory role.
•An ability and willingness to take responsibility for prospecting and selling to your own client base.
•The drive to seek out and utilize sales & finance training and coaching opportunities to build success.

•Advanced degree or professional designation such as a CPA, CFP, CLU, ChFC, JD or MBA.
•Industry registrations and licenses such as NASD Series 7 and Series 66 or Series 7, Series 63 and Series 65

CareerBuilder Related Terms: Series 7, CFP, CPA, Series 6, accounting, financial, accountant, finance, securities, financial products, financial services, portfolio, investment advisor, financial planner, certified financial planner, investment counselor, financial consultant, investment, financial analyst, portfolio analyst, sales, finance, management

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