Financial Planner, Total Wealth Management

 

Lincoln Financial Advisors /Sagemark Consulting

 

Financial Planner, Total Wealth Management

 

Lincoln Financial Advisors (LFA) and Sagemark Consulting (a division of Lincoln Financial Advisors Corp.) offer personalized financial planning services.  LFA and Sagemark Consulting are premier fee based full-service financial planning organizations, bringing together professionals in a variety of disciplines, using sophisticated support systems, to help you determine the right financial strategy for your client?s needs. Through some 2,000 financial planners nationwide, Lincoln Financial Advisors and Sagemark Consulting present objective, strategic and prudent advice designed to preserve, grow and transfer our clients? assets, providing a ?total solution? to help meet their financial goals.

 

We are presently seeking individuals who are currently involved in or are striving to transition into a fee based full service open architecture financial planning firm focused on high net worth clients and the preservation and growth of wealth, with emphasis on estate, financial and retirement, and business succession planning.

 

 

As a financial planner you would

 Be responsible for the retention, development, and management of client relationships. Provide financial solutions in an objective open architecture environment. Partner with our wealth management team in efforts to create a customized constructive portfolio with the future goals of each client at the forefront of every plan. Develop financial solutions concentrating in estate and asset protection strategies, business owner planning, retirement planning, and investment management.





Requirements

 A four-year degree with a minimum of three years in the professional world is preferred; An MBA is desired. Must hold or be willing to acquire a NASD Series 7, Series 66 registrations and other required licenses. An individual who is very ambitious, self-reliant and goal oriented. Must enjoy the rewards of a fee/commission compensation structure. 

Compensation

 

Lincoln Financial Group offers a competitive base subsidy for a limited time period, the ability to generate commissions and fees through plans and products implemented, and the ability to receive excellent benefits (401(k), dental, health, and more).

 

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