Financial Planner

Positions available in Sacramento, Irvine, San Ramon, Ventura, San Diego, and Bakersfield, California

Who We Are 

Lincoln Financial Advisors offers financial, retirement and estate planning services and a variety of financial and investment products in five distinctive business areas - insurance and annuities, individual and group retirement plans, group benefits, mutual funds and investment management.

We are committed to excellence and a high degree of integrity while helping our clients face one of the biggest transitions of their lives - Retirement. Our “Serve First” philosophy is the overriding theme of our interactions with clients, associates and employees.

Career Opportunities

We look for entrepreneurial-minded individuals who have a strong desire to build their own financial planning practice and be their own boss.  We look for established advisors who are interested in taking their practice to the next level. We are also interested in candidates that are ready for a career transition, either from another industry or from college.

You will benefit from exceptional training and development practices that support all phases of your career, not just the beginning.   As an advisor with our firm you can utilize our fully-developed turn-key process and will have access to state-of-the-art tools and resources, such as:

§     Access to local established advisors for joint work, mentoring and support

§     Outstanding training, including national weekly sessions

§     Use of Para Planners and Marketing Assistants

§     Retirement income planning software

§     Client annual review templates and approach scripts

§     Presentation tools, financial planning templates and illustrations

Qualifications

§     High integrity level, strong work ethic and constant quest for knowledge

§     Desire to be a business owner with a strong entrepreneurial mindset

§     Excellent relationship-building skills; prior sales experience a plus

§     High energy level, self-motivated and self-reliant

§     4-year college degree; MBA desired

§     Industry designations highly desirable, such as CFP®, CLU®, or ChFC®

§     Must hold or be willing to acquire FINRA Series 7 and Series 66 registrations, as well as State Insurance licenses

Compensation/Benefits Package

We offer a financial transition package plus a percentage of commissions and fees.  Generous benefits include: medical, dental, 401(k), deferred compensation, stock appreciation rights, and more. 

About Lincoln Financial Group
Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $140 billion as of June 30, 2010. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com.

See our websites:  www.lfg.com and www.financialplanningcareers.com

Send resume to:  Liz Quirk, Liz.Quirk@LFG.com    Equal Opportunity Employer (EOE)

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor.  Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.  Supervising Office:  3000 Executive Parkway, Suite 400, P.O. Box 5154, San Ramon, CA 94583 (925) 275-0300   CRN201105-2054957