Financial Planner

Financial Planner

 

Our Opportunity:

We have a strategic partnership opportunity with an experienced Financial Planner with Lincoln Financial Advisors. Our Planner?s office is located in Monroeville, Pennsylvania. He is a Chartered Financial Consultant with over twenty years experience in comprehensive financial planning, investment and insurance advisory services. This planner?s practice has grown to the point that it can support a junior financial planner.

 

We offer:

Base subsidy (limited duration) plus percentage of fees and commissions.  Benefits include: medical, dental, 401(k), deferred compensation and more.  NASD Series 7 and 66, PA Life/Accident/Health Insurance licensure required.



 

Attributes of Our Ideal Candidate:

Shows integrity in both personal and business matters.Strong work ethic, demonstrated by prior work history.Wants to participate in building a large, viable firm.Sees themselves in the picture as a ?Marketer who does financial planning.?Has access to successful individuals, business owners, and professionals.Strong people skills are more important than analytical skills.Recognizes that their current employment and environment is holding them back from reaching their goals.Self motivated, not afraid of change.Looking  for improvement, both personally and professionally through the use of coaching.Wants to be in a planning environment as opposed to a transactional/sales environment.

 

About the Firm:

We are a premiere fee-based financial planning firm with multiple offices, located in Canonsburg, Monroeville, and Wexford, PA. Our clients are among Western Pennsylvania?s most prestigious professionals and organizations.  Our team is cohesive, collegial, fast paced and professional.  Together, we provide our clients with an extraordinarily high level of service.

 

To be considered for this position:

Please email your resume along with a cover letter introducing yourself and explaining why we should consider you as a candidate for our organization to Donald A. McDade,CFS, ChFC, CLU, LUTCF, CFP?, MSM, Managing Principal, Don.McDade@lfg.com .

Lincoln Financial Advisors/Sagemark Consulting looks forward to hearing from qualified candidates, and will hold any correspondence in the strictest confidence. 

URL: www.financialplanningcareers.com