Financial Advisor

Maximum Benefit Strategies
Atlanta, GA USA

$75,000 to $250,000 Annually

401K, Dental, Life, Medical, Vision

Full-Time

Typical Schedule:

• Office meetings are remote and your client meetings will be face-to-face in your area or remotely if that is their preference.
• One all office zoom per week. Agents and advisors from all over the country meet annually for trips and conventions (based on qualifications).

Locations: We are located in Georgia and have career opportunities in all states other than New York.

While You Protect Your Clients, Who Is Protecting You? We’ve Got You Covered!

We believe the financial professional is the greatest asset to any organization. We have partnered with Lincoln Financial Group to provide you generous benefit options to choose from while maintaining your independence. We empower you to build a stronger, more productive practice-ultimately allowing you to provide a more comprehensive and satisfying experience for your clients. And with an affiliated producer contract, there is no need to leave any soft dollars on the table!

We are seeking Agents and Financial Advisors to join our team at Lincoln Financial Securities! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

• Work with clients to educate them on their Medicare options with multiple carriers and competitive compensation payouts
• Advise clients on investment strategies and other financial decisions
• Assess clients’ assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

Qualifications:

• Previous experience in banking, financing or other related fields
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• Hold an active Life, Health, Accident Insurance license
• Hold an active Series 7 and 66 securities registration preferred
• Experience with Commission based careers

About Lincoln Financial Group:

 New opportunity to join a team founded by a CFP® Practitioner and a CPA. Expert training and support. No relocation required.

Lincoln Financial Securities Corporation (Member SIPC) is a registered broker/dealer and a registered investment advisor. LFS-3679146-072021

Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.