Monday, November 12, 2012

Investment, Lincoln Investment - National Opportunities

National opportunities available through Lincoln Investment:

 Nearby Western Suburbs, Chicago IL area - Succession opportunity for practice that has been in place for nearly three decades. Excellent location and well established in the community. Prospective candidate must have 5+ year experience, an existing practice, great understanding and working knowledge of asset and liability management as well as management experience to transition business. Clean U4 and credit history required. Must be willing to join practice, understand diverse business model, and work with an existing client base and eventual succession for successful candidate.

 Nearby Boston and Central, MA – Succession Opportunity for practice that has been in place for nearly four decades. Numerous locations and well established in communities. Prospective candidate must have 10+ years’ experience, an existing practice, great understanding and working knowledge of asset and liability management as well as management experience to transition business. Clean U4 and credit history required. Must be willing to join practice, understand diverse business model, and work with an existing client base and eventual succession for successful candidate

 Metro DC, Northern Virginia – Succession opportunity for a large established financial services practice that has been in place for nearly 30 years. Prospective candidate(s) must have 10+ years’ experience, an existing practice, or RIA designation. Understanding of the non-ERISA space is helpful but non mandatory. A clean U4 and credit history is required. Must be willing to join practice, understand diverse business model and work with an existing client base and eventual succession for successful candidate.

 Chandler, AZ - Practice is looking for Financial Advisor(s) who demonstrate a broad base of knowledge across all functions of financial planning including investments, retirement analysis, estate planning, insurance and wealth management. New business development is a primary function of this position as the Financial Advisor is responsible for developing, supporting and managing new client relationships. An ideal candidate has a 4-year college degree, is Series 7 and insurance licensed, has 3 to 7 years of experience in the financial services industry and is looking for a future partnership position within the firm. A CFP® or a Candidate for a CFP® is preferred but not initially required. An existing book of business generating a minimum $100,000 of reoccurring revenue is a must.

 Detroit, MI - Turn-key solution for advisors doing $100k+ in annual GDC as well as $100k+ annually in annuity/insurance business.

 Delaware - Seeking experienced advisor to manage the state of Delaware as an exclusive territory. Must have good understanding of non-ERISA plans

 Existing opportunities in Pittsburgh, Philadelphia, Boston, Chicago, Houston, Kansas City and Florida.

Privately held and professionally managed. Lincoln offers comprehensive transition support, innovative succession planning & business development services. To learn more about these and other opportunities at Lincoln, we welcome your call.

If interested, contact:
Henry Multala National New Business Development Manager
Lincoln Investment 218 Glenside Avenue Wyncote, PA 19095
Phone: 800 242-1421 ext 4518

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