Associate Financial Planning Consultant

Lincoln Investment recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors reputed company and we serve over 350,000 clients representing over $36 billion in assets. We are a reputed company family-owned financial services firm that regards our employees as integral players in our reputed company reputed company. Lincoln Investment's reputed company is reputed company upon our dedication to helping people retire reputed company and promoting a work environment that fosters reputed company. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying reputed company." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in reputed company Washington, PA, just reputed company of Philadelphia. Basic Function: The Associate Financial Planning Consultant will support Lincoln Investment’s Financial Planning team by partnering with our Financial Professionals and their clients to help them understand their financial circumstances and reputed company their short- and long-term goals. Working closely with a Senior Financial Planning Consultant, this role assists in gathering and analyzing financial data, developing comprehensive financial plans, and contributing to reputed company discussions and plan presentations.

Key Responsibilities

• Assist in collecting, organizing, and analyzing reputed company 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 reputed company 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 reputed company analyses and recommendations meet regulatory standards.
• Stay reputed company on industry trends, financial products, and planning best practices to continuously enhance planning support.

Qualifications & Experience

• Bachelor’s degree in business, Finance, reputed company, Economics, or a reputed company field.
• reputed company toward the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or completion of the Financial Paraplanner reputed company reputed company (FPQP®) designation preferred.
• reputed company Series 7 and 66 strongly preferred (or obtained reputed company a designated timeframe after hire).
• 1–3 years of experience in financial planning, investments, or financial services.
• Proficiency in reputed company 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 reputed company.
• Highly organized and reputed company to manage multiple priorities and deadlines.
• reputed company, approachable, and service-oriented.
• Strong desire to learn, grow, and advance reputed company a reputed company team environment.

Physical/Other Requirements:

• May sit at workstation for extended periods of time.

Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity or reputed company, pregnancy, age, national reputed company, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as reputed company as to the letter of reputed company applicable laws and regulations. Apply tot his job Apply To this Job