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Posted: Thursday, January 4, 2018 4:36 AM

Job Description:/h3:
The Legend Branch Office in Tulsa, Oklahoma has multiple new and exciting opportunities for Experienced Financial Advisors. Based out of Tulsa, Oklahoma, Miriam Percy has offered comprehensive solutions for clients through a spectrum of financial services for 20+ years. From helping to grow clients wealth through investment strategies, to planning for their familys future and preparing for retirement, Miriam has helped her clients achieve their financial goals. The office offers administrative and marketing support, and potential for succession of the practice all with a competitive payout.
Position Qualifications:
:Possess strong written and oral communication skills.
:Must be highly organized; ability to handle multiple projects.
:Have a desire to learn and advance in a fast paced sales environment.
:Ability to develop and nurture long:term relationships.
:Must possess strong work ethic and be self:motivated to accomplish goals
Desired Skills and Experience
:3:5+ yrs. financial sales experience preferred
:Bachelors degree or equivalent experience in business, finance, sales, marketing or related field.
:Ability to build and manage client relationships
:Excellent written and oral communication skills
:Valid FINRA Series 7 securities registration
:Valid FINRA 66 securities registration
:State insurance licenses preferred
:Transferable book of business preferredCompany Description:/h3:
Lincoln Investment, a full:service broker:dealer and registered investment advisor, including Capital Analysts and Legend Advisory, registered investment advisors, serves the needs of more than 370,000 individual investors. Representing clients with more than 30 billion in assets, Lincoln Investment is a leading provider of retirement plans to school districts, universities, hospitals and other non:profit and community:based organizations. Over the years, we have expanded our focus to include individuals, employers, corporations, endowments and foundations.
The company is committed to helping individuals and families achieve financial well:being. Lincoln Investment is involved in more than 3,600 retirement plans and has clients investing almost 13 billion in fee:based asset management products. Lincoln Investments original commitment to long:term planning is one of the reasons the company is recognized as an industry leader. With the professional advice of a Lincoln Investment financial advisor, investors are able to assemble a risk:appropriate, well:diversified portfolio through a single institution. Lincoln Investment has a national network of over 450 branch offices in 36 states and more than 1,150 financial advisors.

Source: https://www.tiptopjob.com/jobs/76628696_job.asp?source=backpage


• Location: Tulsa

• Post ID: 19008212 tulsa
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