Director, Employee Advisor Group
Lincoln Investment - Greater Philadelphia
Hiring: Director, Employee Advisor Group Company: Lincoln Investment Location: Greater Philadelphia Job Posted Time: 2026-09-11 11:42:02 Employment Type: On-site Target Skills & Keywords : CFP, Financial Planning, Microsoft Office, Project Management, Salesforce, Series 24, Series 66, Series 7 About the job Experience: •10 years of financial services industry experience, including sales leadership and supervisory experience. Required Skills: •Leadership: Coach financial professionals toward personal, professional, and business development goals. •Train financial professionals and support staff on technology, paperwork, compliance procedures, and operational best practices. •Partner with financial professionals and Home Office teams to resolve operational issues efficiently. •Plan, schedule, and facilitate team meetings at least monthly. •Coordinate seminars, financial wellness engagements, and Lincoln-sponsored events. •Complete annual performance reviews and support related salary review processes. •Support succession planning through the integration and servicing of acquired books of business. •Field Compliance and Supervision: Lead a culture of compliance aligned with federal, state, and company regulations, policies, and procedures. Qualifications: •: May sit at a workstation and view a video display screen for extended periods. Periods of fast-paced work are normal, particularly when meeting deadlines. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!