Financial Consultant / Sales

EXPERIENCED FINANCIAL PLANNER/ADVISOR

Lincoln Financial Advisors (LFA)/Sagemark Consulting is expanding our presence in Richmond,Va. and have beautiful new office space available at no cost for two years to existing planners with more than $150,000 in annual gross dealer concessions. As a premier full-service financial planning and advisory firm, we are committed to a “Serve First” philosophy that provides you the resources and support to focus on helping high net worth individuals and families understand, grow, preserve and enjoy their wealth through a planning-based approach.

JOIN THE LINCOLN FINANCIAL ADVISORS / SAGEMARK CONSULTING TEAM

LFA and Sagemark Consulting (a division of Lincoln Financial Advisors Corp.) are premier fee-based financial planning 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 and investment management programs.

RESPONSIBILITIES:

•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 practice management team, strategic alliances and technical resources.
•Partner with our wealth management 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

•Experienced planners joining Lincoln Financial can expect to receive a package comprised of both an upfront transition cushion and an attractive commission schedule;
•Medical, dental, 401(k), deferred compensation;
•Use of in-house attorneys, administrative support; and
•Year-round training and betterment programs.
REQUIREMENTS
JOB REQUIREMENTS:

•A college degree.
•At least three years of experience in financial planning or a financial advisory role and at least $150,000 in annual gross dealer concessions.
•An ability and willingness to take responsibility for prospecting and selling to your own client base.
•The drive to seek out and utilize training and coaching opportunities to build success.

JOB PREFERENCES:
•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
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