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Financial Professional

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Lincoln Investment

2021-12-03 07:33:52

Job location Bloomsburg, Pennsylvania, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

An established, successful Financial Advisor in the Bloomsburg, PA area is seeking a Financial Professional to participate in a succession plan.


Working with a full-service broker-dealer specializing in, but not limited to, the 403(b) school district market, the successful candidate will deliver personalized investment solutions to clients working toward their long-term financial goals.


The candidate will meet with and service clients in nearby school districts, in addition to prospecting for their own clients outside of the school district market.


Eventually, the candidate may earn the opportunity to become a partner and successor of an established Senior Financial Professional.


The candidate will be provided with leadership, guidance, training and support, as well as office space in the current Catawissa branch.


The qualified individual will:

  • Develop clientele through marketing and prospecting in existing school districts
  • Provide clients with a full range of investment solutions (IRAs, Roth IRAs, 529 plans, etc.)
  • Provide clients with a full range of insurance solutions (annuities, life and long-term care insurance, etc.)
  • Provide the highest level of client service and support


Desired Skills and Experience:

  • 3+ yrs. financial services sales experience
  • Ability to build and manage client relationships
  • Excellent written and oral communication skills
  • Series SIE, 7, and 66 preferred
  • Insurance license

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