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Lincoln Investment · 2 days ago

Associate Financial Planning Consultant

Fort Washington, PA

Full-time

Hybrid

Entry Level

1+ years exp

Lincoln Investment is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. The Associate Financial Planning Consultant will support the Financial Planning team by assisting in gathering and analyzing financial data, developing comprehensive financial plans, and contributing to client discussions and presentations.

Insurance

Hiring Manager

Nicole Criswell, PHR

Responsibilities

Assist in collecting, organizing, and analyzing client financial information such as income, expenses, assets, liabilities, insurance coverage, and investments

Support the development of personalized financial plans, including retirement, investment, protection, tax, and estate planning strategies

Collaborate with Senior Financial Planning Consultants to review, refine, and deliver financial plans and recommendations

Participate in discussions with financial professionals and clients on topics including savings strategies, debt management, budgeting, and wealth accumulation

Research investment products, insurance solutions, and other financial strategies to support advisor recommendations

Prepare plan presentations, illustrations, and supporting documentation for financial professionals and clients

Help maintain accurate and compliant financial records, ensuring all analyses and recommendations meet regulatory standards

Stay current on industry trends, financial products, and planning best practices to continuously enhance planning support

Qualification

Financial PlanningCERTIFIED FINANCIAL PLANNER™FINRA Series 7FINRA Series 66Financial Planning SoftwareAnalytical SkillsMicrosoft OfficeService-orientedAttention to DetailOrganizational SkillsTeam Collaboration

Required

Bachelor's degree in business, Finance, Accounting, Economics, or a related field

1–3 years of experience in financial planning, investments, or financial services

Proficiency in Microsoft Office and familiarity with financial planning software such as eMoney or MoneyGuidePro

Foundational understanding of the securities industry, investments, annuities, and insurance products

Strong analytical skills and attention to detail, with the ability to interpret and communicate financial data clearly

Highly organized and able to manage multiple priorities and deadlines

Professional, approachable, and service-oriented

Strong desire to learn, grow, and advance within a collaborative team environment

Preferred

Progress toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or completion of the Financial Paraplanner Qualified Professional (FPQP®) designation

FINRA Series 7 and 66 strongly preferred (or obtained within a designated timeframe after hire)

Benefits

Competitive compensation and benefits package

Company

Lincoln Investment

As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security.

Founded in 1984

Fort Washington, Pennsylvania, USA

201-500 employees