Financial Advisor Job at Maximum Benefit Strategies, LLC
Financial Advisor
Maximum Benefit Strategies
Atlanta, GA USA
$75,000 to $250,000 Annually
401K, Dental, Life, Medical, Vision
Full-Time
While You Protect Your Clients, Who Is Protecting You? We’ve Got You Covered!
We believe the financial professional is the greatest asset to any organization. We have partnered with Lincoln Financial Group to provide you generous benefit options to choose from while maintaining your independence. We empower you to build a stronger, more productive practice-ultimately allowing you to provide a more comprehensive and satisfying experience for your clients. And with an affiliated producer contract, there is no need to leave any soft dollars on the table!
We are seeking a Financial Advisor to join our team at Lincoln Financial Securities! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.
Responsibilities:
- Work with clients to educate them on their Medicare options with multiple carriers and competitive compensation payouts
- Advise clients on investment strategies and other financial decisions
- Assess clients’ assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Qualifications:
- Previous experience in banking, financing or other related fields
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
- Hold an active Life, Health, Accident Insurance license
- Hold an active Series 7 and 66 securities registration preferred
- Experience with Commission based careers
About Lincoln Financial Group:
New opportunity to join a team founded by a CFP® Practitioner and a CPA. Expert training and support. No relocation required.
Lincoln Financial Securities Corporation (Member SIPC) is a registered broker/dealer and a registered investment advisor. LFS-3679146-072021
Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.
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